HomeFinancial AdvisersPatrick Christopher O’connor – Financial Adviser

Patrick Christopher O’connor – Financial Adviser

Adviser identifying number: 357418
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2010

Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
Licence number: 234951
Licensee’s ABN: 11074608558
Licence controlled by: CENTREPOINT WEALTH PTY LTD

The date the Financial Adviser commenced the appointment: 28/09/2011
The date the Financial Adviser ceased the appointment: 15/05/2015
Name of the Authorised Representative: HORIZON WEALTHINVEST PTY. LTD.
Authorised Representative identifying number: 000336944
Authorised Representative’s ABN:

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:

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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:

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