Financial Adviser
· HURSTVILLE, NSW
Simon James O'donnell
No disciplinary history on record with ASIC
HURSTVILLE,
NSW
31
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000497
Simon James O'donnell is a financial adviser based in Hurstville, New South Wales, with 31 years of experience in the financial services industry since 1995. Simon is currently authorised under Integrity Private Wealth. Simon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Simon's qualifications include a Diploma of Financial Planning from Deakin University. Simon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1992
BA Business and Economics
California Lutheran University
1998
Diploma of Financial Planning
Deakin University
2002
Diploma Applied Finance
Securities Institute of Australia
2012
ADA1
Kaplan