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- Darcy O'rourke
Darcy O'rourke
- Name
- Darcy O'rourke
- ID
- 1252661
- ABN
- –
- First Provided Advice
- 2016
- Restrictions
- We appoint you our Authorised Representative in accordance with section 916A (1) of the Corporations Act.You are authorised to perform the following tasks: Deposit and payment products limited to:o Basic Deposit Products;o Deposit Products other than basic Deposit Products Life Products including;a) Investment Life Insurance products as well as any products issued by a Registered Life Insurance Company thatare backed by one or more of its statutory funds; andb) Life Risk Insurance products as well as any products issued by a Registered Life Insurance Company that arebacked by one or more of its statutory funds; Interest in Managed Investment Schemes including investor directed portfolio services; Retirement savings accounts (RSA) products (Within the meaning of the Retirement Savings Account Act 1997); Superannuation and retirement products Listed Securities
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 2016 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
- 2016 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education
- 2017 - Tax for Financial Advising - Certificate (AQF 1-4) - Kaplan Professional
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Current
- Licence Holder
- Lifespan Financial Planning Pty ltd (#229892)
- Commenced
- April 17, 2023
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
- Ausure Pty Ltd (#238433)
- Commenced
- March 1, 2017
- Ceased
- Feb. 18, 2019