Financial Adviser
· ERINA, NSW
Brendan Joseph O'brien
No disciplinary history on record with ASIC
5
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001286834
Brendan Joseph O'brien is a financial adviser based in Erina, New South Wales, with 5 years of experience in the financial services industry. Brendan is currently authorised under Hnw Planning Pty Ltd. Brendan 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 Master of Financial Planning from Kaplan Professional.
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
1992
Diploma of Financial Planning
Financial Planning Association of Australia Limited
2002
Graduate Diploma in Applied Finance and Investment
Securities Institute Education
2021
Financial Adviser Exam
FASEA
2021
Graduate Diploma of Financial Planning
Kaplan Professional Education
2025
Master of Financial Planning
Kaplan Professional