Financial Adviser · CANBERRA, ACT

Mark O'brien

9 Years experience
Tax advice
authorised
ASIC Registered · ADV 001254567

Mark O'brien is a financial adviser based in Canberra, Australian Capital Territory, with 9 years of experience in the financial services industry. Mark is currently authorised under Unisuper Management Pty. Ltd.. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association. Mark 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

Authorised to provide tax financial advice services

Qualifications and Training

2009
Bachelor of commerce (finance)
University of Queensland
2014
Diploma Financial Planning FNS50611
Kaplan Australia
2014
RG146 Margin Lending
Kaplan Australia
2020
Certified Financial Planner
Financial Planning Association
2023
Ethics and professionalism in financial advice
Ethics - Kaplan Professional

Registration History

Oct 2023 - Present Current
Jun 2021 - Sep 2023 Ceased
GWM ADVISER SERVICES PTY LTD
Sep 2020 - May 2021 Ceased
Feb 2020 - Aug 2020 Ceased
GWM ADVISER SERVICES PTY LTD
May 2017 - May 2019 Ceased

Source: ASIC Financial Advisers Register