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- Financial Advisers Australia (FAA)
- Adam Lee James O'neill
Adam Lee James O'neill
- Name
- Adam Lee James O'neill
- ID
- 340311
- ABN
- –
- First Provided Advice
- 2009
- Restrictions
- Superannuation- Not Authorised to provide SMSF advice; Securities - Class of product only; Government Debentures or Stocks or Bonds - Class of product only.
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2018 - Advanced Diploma Financial Planning FNS60415 - - AAMC
- 2019 - Economic and Legal Context for Financial Planning - Graduate Diploma (AQF 8) - Kaplan
- 2019 - Estate and Succession Planning - Graduate Diploma (AQF 8) - Kaplan
- 2019 - Tax and Commercial Law for Financial Planning - Graduate Diploma (AQF 8) - Kaplan
- 2021 - Superannuation and Retirement Advice - Graduate Diploma (AQF 8) - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Financial Advice Association of Australia (FAAA)
Licencee
- Status
- Ceased
- Licence Holder
- Vps Global Pty Ltd (#500196)
- Commenced
- Oct. 5, 2017
- Ceased
- June 30, 2020
- Status
- Current
- Licence Holder
- Legacy Financial Planning Pty. Ltd. (#519446)
- Commenced
- July 1, 2020
Skills
- Provide Financial Product Advice - Carbon Credits/Carbon Unit
- Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
- Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
- Provide Financial Product Advice - Derivatives
- Provide Financial Product Advice - Derivatives/Derivatives - Wool only
- Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
- Provide Financial Product Advice - Derivatives/Derivatives - Grain only
- Provide Financial Product Advice - Foreign Exchange Contracts
- Provide Financial Product Advice - Government Debentures, Stocks or Bonds
- Provide Financial Product Advice - Life Products/Investment Life Insurance Products
- Provide Financial Product Advice - Life Products/Life Risk Insurance Product
- Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
- Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
- Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
- Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
- Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
- Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
- Provide Financial Product Advice - Managed Investment Schemes/MDA Services
- Provide Financial Product Advice - Retirement Savings Account Products
- Provide Financial Product Advice - Securities
- Provide Financial Product Advice - Superannuation
- Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
- Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
- Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
- Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
- Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
- Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
- Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
- Provide Financial Product Advice - FHSA Issued non ADI
- Old Law Securities Options Contracts and Warrants Securities
- Old Law Futures Contracts and Warrants
- Managed Investment Schemes (Registered or Unregistered)
- Securities – Debentures Managed Investment Schemes
- All Securities
- Status
- Ceased
- Licence Holder
- Gwm Adviser Services Pty Ltd (#230692)
- Commenced
- Aug. 25, 2009
- Ceased
- Feb. 28, 2011
- Status
- Ceased
- Licence Holder
- Millennium 3 Financial Services Pty Ltd (#244252)
- Commenced
- Feb. 28, 2011
- Ceased
- Oct. 3, 2017