Financial Adviser · GREYSTANES, NSW

Lionel John O'mally

9 Years experience

Tax advice
authorised

ASIC Registered · ADV 001251765

Currently at

Brighton, VIC

View firm profile

Lionel John O'mally is a financial adviser based in Greystanes, New South Wales, with 9 years of experience in the financial services industry since 2017. Lionel is currently authorised under Axies, operating through Purpose Planning. Lionel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Lionel's qualifications include a Bachelor of Financial Advising from University of Western Sydney. Lionel is a member of Financial Advice Association of Australia (FAAA), SMSF Association and Tax Practitioners Board.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2015

Bachelor of Financial Advising

University of Western Sydney

2016

Diploma of Financial Planning

Mentor Education Pty Ltd

2017

ASX Listed Products Accreditation Course

LPAC Online

2018

Self Managed Superannuation Fund Adviser (Personal Advice)

Mentor Education

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Axies Pty. Ltd.

Sep 2021 - Present Current

Akumin Financial Planning Pty Limited

Feb 2017 - Sep 2021 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register