Financial Adviser
· SYDNEY, NSW
Alexander Rhys O'brien
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000416382
Alexander Rhys O'brien is a financial adviser based in Sydney, New South Wales, with 14 years of experience in the financial services industry. Alexander is currently authorised under Alteris Financial Group Pty Ltd. Alexander 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 FPA. Alexander 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2011
Bachelor of Applied Finance and Economics
Macquarie University
2012
Certified Financial Planner
FPA
2012
Graduate Diploma of Financial Planning
Kaplan
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register