Financial Adviser · SYDNEY, NSW

Rachel Mae O'connor

SYDNEY, NSW

15 Years experience

Tax advice
authorised

ASIC Registered · ADV 000404609

Currently at

Flourix Wealth

Sydney, NSW (firm address)

View firm profile

About Rachel Mae O'connor

Rachel Mae O'connor is a financial adviser based in Sydney, New South Wales, with 15 years of experience in the financial services industry since 2011. Rachel is currently authorised under GPS Wealth, operating through Flourix Wealth. Rachel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rachel's qualifications include a Bachelor of Commerce (Accounting and Commercial Law) from University of Sydney. Rachel is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Commerce (Accounting and Commercial Law)

University of Sydney

2011

Professional Diploma in Stockbroking

Stockbrokers Association of Australia

2013

Chartered Accountant (CA)

Chartered Accountants Australia & New Zealand (CA ANZ)

2016

Diploma of Financial Planning

Kaplan Professional

2016

Self-Managed Superannuation Funds

Kaplan Professional

2025

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

GPS Wealth Ltd

Jul 2023 - Present Current

Madison Financial Group Pty Ltd

Mar 2019 - Jul 2023 Ceased

Fitzpatricks Private Wealth Pty Ltd

Apr 2016 - Jan 2019 Ceased

DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED

May 2011 - Oct 2015 Ceased

Source: ASIC Financial Advisers Register