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- Patrick Christopher O'connor
Patrick Christopher O'connor
- Name
- Patrick Christopher O'connor
- ID
- 357418
- ABN
- –
- First Provided Advice
- 2010
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1992 - Bachelor of Business - - University of Southern Queensland
- 2010 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Services
- 2011 - ASX Accredited Listed Products Adviser - - Kaplan Professional Education
- 2014 - Graduate Diploma of Applied Finance and Investment - - Kaplan Professional Education
- 2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
- Institute of Chartered Accountants Australia
- Tax Practitioner's Board of Australia
Licencee
- Status
- Current
- Licence Holder
- Hunter Green Pty ltd (#225962)
- Commenced
- March 16, 2018
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
- DP Wealth Advisory Pty Ltd (#277493)
- Commenced
- June 15, 2016
- Ceased
- Aug. 1, 2016
- Status
- Ceased
- Licence Holder
- Ignition Wealth Limited (#470605)
- Commenced
- Oct. 9, 2015
- Ceased
- Aug. 11, 2016
- Status
- Ceased
- Licence Holder
- Magnitude Group Pty Ltd (#221557)
- Commenced
- Aug. 18, 2016
- Ceased
- March 16, 2018
- Status
- Ceased
- Licence Holder
- Morgans Financial Limited (#235410)
- Commenced
- May 27, 2010
- Ceased
- June 24, 2011
- Status
- Ceased
- Licence Holder
- Professional Investment Services Pty Ltd (#234951)
- Commenced
- Sept. 28, 2011
- Ceased
- May 15, 2015