Financial Adviser
· ST LUCIA, QLD
Adam Lee James O'neill
No disciplinary history on record with ASIC
ST LUCIA,
QLD
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000340311
Adam Lee James O'neill is a financial adviser based in St Lucia, Queensland, with 17 years of experience in the financial services industry since 2009. Adam is currently authorised under Legacy Financial Planning. Adam holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Adam's qualifications include a Advanced Diploma Financial Planning FNS60415 from AAMC. Adam 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
Authorised to provide tax financial advice services
Qualifications and Training
2009
Diploma Financial Services (Financial Planning)
AAMC
2018
Advanced Diploma Financial Planning FNS60415
AAMC
2019
Economic and Legal Context for Financial Planning
Kaplan
2019
Estate and Succession Planning
Kaplan
2019
Tax and Commercial Law for Financial Planning
Kaplan
2020
Ethics and professionalism in financial advice
Ethics - Kaplan
2020
Ethics and professionalism in financial advice
Kaplan
2021
Superannuation and Retirement Advice
Kaplan
Registration History
VPS GLOBAL PTY LTD
Superannuation- Not Authorised to provide SMSF advice; Securities - Class of product only; Government Debentures or Stocks or Bonds - Class of product only.
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register