Financial Adviser
· CANBERRA, ACT
Mark O'brien
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
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
GWM ADVISER SERVICES PTY LTD
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register