Financial Adviser
· WOOLLOONGABBA, QLD
Robert James O'reilly
No disciplinary history on record with ASIC
WOOLLOONGABBA,
QLD
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001235560
About Robert James O'reilly
Robert James O'reilly is a financial adviser based in Woolloongabba, Queensland, with 11 years of experience in the financial services industry since 2015. Robert is currently authorised under Apex Fsg, operating through Apex Financial Advice. Robert holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Robert's qualifications include a Bachelor of Commerce from University of Southern Queensland.
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
2014
Diploma of Financial Planning
Monarch
2014
Self Managed Superannuation
Monarch
2015
Bachelor of Commerce
University of Southern Queensland
2016
Adavanced Diploma of Financial Planning
Monarch
2016
Justice Of the Peace (QLD)
QLD Govt
2018
Principles of Business & Corporations Law
Regulation & Legal Obligations - Griffith University
2025
Ethics & Professionalism in Financial Advice
Ethics - Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register