Gregory O'Connell

Financial Adviser

ASIC adviser number:
000428784
Qualifications and training:

2000, Bachelor of Business, Bachelor Degree (AQF 7), The University of Notre Dame Australia
2008, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Higher Education Pty Limited
2013, Advanced Diploma of Financial Planning, Advanced Diploma (AQF 6), Kaplan Higher Education Pty Limited
2017, Self Managed Superannuation Funds, Other, Kaplan Higher Education Pty Limited
2018, Certified Financial Planner, Professional Designations, Financial Planning Association of Australia (FPA)
2019, Accredited Aged Care Professional, Other, Aged Care Steps
2021, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education Pty Limited
2022, FPE011 Debt Strategies, Other, Kaplan Higher Education Pty Limited

When adviser first provided advice:
2007
Membership of professional associations:
None
Disciplinary action by ASIC:
None
Location:
Level 1, The Garden Office Park, 355 Scarborough Beach Rd
Osborne Park  WA  6017
AFS licence holder name:
Charter Financial Planning Limited
AFS licence number:
000234665
Licence controlled by:
Akumin Pty Ltd ~ Entireti Limited ~ Amp Advice Holdings Pty Ltd [Date Ceased: 13/12/2024] ~ Amp Group Holdings Limited [Date Ceased: 13/12/2024] ~ Amp Limited [Date Ceased: 13/12/2024]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».