Financial Adviser · NOOSAVILLE, QLD

Robert Anthony O'donnell

NOOSAVILLE, QLD

25 Years experience

Tax advice
authorised

ASIC Registered · ADV 000279018

Currently at

Magnum Consilium

Bundall, QLD (firm address)

View firm profile

Robert Anthony O'donnell is a financial adviser based in Noosaville, Queensland, with 25 years of experience in the financial services industry since 2001. Robert is currently authorised under Professional Investment Services, operating through Magnum Consilium. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Certified Financial Planner (CFP) Education Program from FPA Australia. Robert is a member of Certified Financial Planner (CFP) of FAAA.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

1992

Bachelor of Commerce

University of North Queensland

2003

Graduate Diploma of Financial Planning

Securities Institute

2004

Certified Financial Planner (CFP) Education Program

FPA Australia

2009

ASX Accredited Listed Product Adviser (ALPA) Program

Kaplan Professional

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Professional Investment Services Pty Ltd

Feb 2024 - Present Current

Professional Investment Services Pty Ltd

Aug 2004 - Jan 2024 Ceased

Source: ASIC Financial Advisers Register