Financial Adviser
· MELBOURNE, VIC
Marcus John O'callaghan
No disciplinary history on record with ASIC
MELBOURNE,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000300295
Marcus John O'callaghan is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry since 2006. Marcus is currently authorised under Fourthree. Marcus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcus's qualifications include a Bachelor of Commerce from University of Melbourne. Marcus 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
1994
Bachelor of Commerce
University of Melbourne
1994
Bachelor of Laws
Bond University
2005
Diploma of Financial services (Financial Planning)
ThreeSixty
2010
Certificate IV in Financial Services (Finance and Mortgage Broking)
TAFE NSW
Registration History
Source: ASIC Financial Advisers Register