Stephen O’halloran – Financial Adviser

Adviser identifying number: 253300
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004

Name of the licence holder: WEALTH MANAGERS PTY LTD
Licence number: 232701
Licensee’s ABN: 27086558134
Licence controlled by: IOOF HOLDINGS LTD [Date Ceased: 02/06/2017]

The date the Financial Adviser commenced the appointment: 10/01/2007
The date the Financial Adviser ceased the appointment: 29/02/2008
Name of the Authorised Representative: STEPHEN O’HALLORAN
Authorised Representative identifying number: 000253300
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:

Relevant qualifications and training:

  • Financial Planning Association – DFP 1 ? Introduction to Financial Planning
  • Insurance Planning ? Principles & Applications – Independent Centre of Financial Planning
  • Investment Planning – Integratec Training Pty Ltd
  • Superannuation & Retirement Planning – Integratec Training Pty Ltd

Relevant memberships of professional bodies or industry associations:

Stephen O’halloran is authorised to provide advices on following products: