Data sourced from ASIC Financial Advisers Register
Financial Adviser · DARWIN, NT

Sean Osborne

29 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000242944

Sean Osborne is a financial adviser based in Darwin, Northern Territory, with 29 years of experience in the financial services industry. Sean is currently authorised under Charter Financial Planning Limited. Sean 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives 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

2004
Advanced Diploma of Financial Services (Financial Planning)
Tribeca
2015
Self Managed Superannuation Funds
Mentor Education Pty Ltd
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2021
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Oct 2011 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
ACN 003 344 232 LIMITED
Jan 2007 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register