Patrick Christopher O’connor – Financial Adviser
Adviser identifying number: 357418
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010
Name of the licence holder: MAGNITUDE GROUP PTY LTD
Licence number: 221557
Licensee’s ABN: 54086266202
Licence controlled by: WESTPAC BANKING CORPORATION
The date the Financial Adviser commenced the appointment: 18/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GTH FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 418879
Authorised Representative’s ABN: 54106066246
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- ASX Accredited Listed Products Adviser – Kaplan Professional Education
- Bachelor of Business – University of Southern Queensland
- Diploma of Financial Services (Financial Planning) – Kaplan Professional Services
- Graduate Diploma of Applied Finance and Investment – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations:
- Institute of Chartered Accountants Australia
- Tax Practitioner’s Board of Australia
Patrick Christopher O’connor is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Derivatives
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility