Financial Adviser
· MOSMAN, NSW
Kate Alice O'brien
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007833
Kate Alice O'brien is a financial adviser based in Mosman, New South Wales, with 11 years of experience in the financial services industry. Kate is currently authorised under Minchin Moore Private Wealth Pty Ltd. Kate 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 Advice Association of Australia Limited. Kate 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
1997
Bachelor of Business
University of Technology Sydney
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2016
Certified Financial Planner
Financial Advice Association of Australia Limited
2025
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
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