Financial Adviser
· BRISBANE, QLD
Kym O'brien
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000474
Kym O'brien is a financial adviser based in Brisbane, Queensland, with 18 years of experience in the financial services industry. Kym is currently authorised under Findex Advice Services Pty Ltd. Kym 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 Bachelor of Business (Accountancy) from Queensland University of Technology. Kym is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1995
Bachelor of Business (Accountancy)
Queensland University of Technology
1998
Diploma of Superannuation Management
Macquarie University
2002
Graduate Diploma of Applied Finance and Investment
- Finsia
2004
Chartered Accountant
The Institute of Chartered Accountants
2010
SMSF Specialist Advisor
SMSF Association
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional