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Anthony Christian O'callaghan Murphy

Name
Anthony Christian O'callaghan Murphy
ID
1002282
ABN
–
First Provided Advice
2008

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2007 - Bachelor of Commerce and Economics - - Australian National University
  • 2008 - Graduate Certificate in Financial Planning - - FINSIA
  • 2008 - RG 146 Accreditation Generic and Specialist Knowledge in Securities and Managed Investments - - Deakin
  • 2008 - RG 146 Accreditation – Generic and Specialist Knowledge in Securities and Managed Investments - - Deakin
  • 2009 - Accredited Derivatives Advisor (ADA) 1 - - Kaplan

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

Licencee

Status
Ceased
Licence Holder
A.c.n. 606 629 538 Pty Ltd (#481217)
Commenced
March 1, 2016
Ceased
Oct. 9, 2022
Status
Ceased
Licence Holder
A.c.n. 606 629 538 Pty Ltd (#481217)
Commenced
Oct. 10, 2022
Ceased
July 3, 2024
Status
Ceased
Licence Holder
Lucerne Wealth Pty Ltd (#556125)
Commenced
Nov. 15, 2024
Ceased
May 31, 2025
Status
Current
Licence Holder
Lucerne Wealth Pty ltd (#556125)
Commenced
July 4, 2024

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
Canaccord Genuity (australia) Limited (#234666)
Commenced
March 1, 2012
Ceased
Sept. 30, 2015
Status
Ceased
Licence Holder
Canaccord Genuity (australia) Limited (#234666)
Commenced
March 14, 2012
Ceased
Oct. 19, 2015
Status
Ceased
Licence Holder
Integrated Execution Services Pty Ltd (#405897)
Commenced
Nov. 18, 2015
Ceased
March 1, 2016
Status
Ceased
Licence Holder
Ord Minnett Financial Planning Pty Limited (#237122)
Commenced
Oct. 1, 2008
Ceased
Feb. 28, 2012
Status
Ceased
Licence Holder
Ord Minnett Limited (#237121)
Commenced
Jan. 1, 2008
Ceased
Feb. 1, 2012
Status
Ceased
Licence Holder
Ord Minnett Limited (#237121)
Commenced
June 2, 2008
Ceased
Feb. 28, 2012