Financial Adviser
· SYDNEY, NSW
David William O'brien
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001312865
David William O'brien is a financial adviser based in Sydney, New South Wales, with 1 year of experience in the financial services industry. David is currently authorised under Apt Wealth Partners Pty Ltd. David 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 FAAA. David 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
2016
Bachelor of Business Studies
University of Limerick
2022
Graduate Diploma in Financial Planning
The Institute of Bankers
2024
Certified Financial Planner
FAAA
2024
Economic and Legal Context for Financial Planning (FPC001B Commercial Law)
Regulation & Legal Obligations - Kaplan
2024
Ethics and Professionalism in Financial Advice (FPC002B)
Ethics - Kaplan
2024
Superannuation and Retirement Advice
Kaplan Higher Education
2024
Taxation for Financial Planning (FPC006 Taxation Law)
Regulation & Legal Obligations - Kaplan
2025
SMSF Regulations and Taxation
Kaplan Higher Education