Financial Adviser · BONDI JUNCTION, NSW

David Michael O'callaghan

BONDI JUNCTION, NSW

32 Years experience

Tax advice
authorised

ASIC Registered · ADV 000330557

Currently at

O'Callaghan Private Wealth

Sydney, NSW (firm address)

View firm profile

David Michael O'callaghan is a financial adviser based in Bondi Junction, New South Wales, with 32 years of experience in the financial services industry since 1994. David is currently authorised under Paragem, operating through O'Callaghan Private Wealth. David holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). David's qualifications include a Master of Personal Financial Planning from University of Southern Queensland. David is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

1999

8 Unit Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2003

Diploma of Financial Services (Financial Planning)

Commonwealth Bank

2003

Diploma of Financial Services

Commonwealth Bank

2007

Master of Personal Financial Planning

University of Southern Queensland

2010

ASX Accredited Listed Products Adviser (ALPA) Program

Kaplan Professional

2010

Self-Managed Superannuation Funds

Kaplan Professional

2011

Margin Lending Accreditation Program

Financial Essentials

2017

DFP5v2 Tax for Financial Advising

Kaplan Professional

2017

Master of Business Administration

Australian Institute of Business

2017

TASA and the TPB Code of Professional Conduct

Kaplan Professional

2017

TASACLv1 Commercial Law

Kaplan Professional

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Paragem Pty Limited

Jun 2023 - Present Current

LONSDALE FINANCIAL GROUP PTY LTD

May 2018 - Jun 2023 Ceased

Fortnum Private Wealth Ltd

Jun 2013 - May 2018 Ceased

Government Debentures, Stocks or Bonds - Class of product only;

Ri Advice Group Pty Ltd

Nov 2010 - Jun 2013 Ceased

GENESYS WEALTH ADVISERS PTY LIMITED

Oct 2008 - Nov 2010 Ceased

Source: ASIC Financial Advisers Register