Data sourced from ASIC Financial Advisers Register
Financial Adviser · BUSSELTON, WA

Brent William O'byrne

10 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001239531

Brent William O'byrne is a financial adviser based in Busselton, Western Australia, with 10 years of experience in the financial services industry. Brent is currently authorised under Charter Financial Planning Limited. Brent 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 Deposit Products Government Bonds

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

2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2017
SMSF Course
University of Adelaide
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Feb 2016 - Present Current
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