Financial Adviser · BROOKVALE, NSW

Ryan Patrick O'grady

12 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000468529

Ryan Patrick O'grady is a financial adviser based in Brookvale, New South Wales, with 12 years of experience in the financial services industry. Ryan is currently authorised under Akumin Financial Planning Pty Limited. Ryan 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 Bachelor of Business from Southern Cross University.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2011

Bachelor of Business

Southern Cross University

2013

Diploma of Financial Planning

Mentor Education Pty Ltd

2015

Self Managed Superannuation Funds

Kaplan Higher Education Pty Limited

2017

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

2020

Margin Lending

Mentor Education Pty Ltd

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited

Nov 2014 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register