Financial Adviser
· GERALDTON, WA
Anthony James O'brien
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235939
Anthony James O'brien is a financial adviser based in Geraldton, Western Australia, with 29 years of experience in the financial services industry. Anthony is currently authorised under Symmetry Group Pty Ltd. Anthony 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 Advanced Diploma of Financial Planning from Mentor Education. Anthony 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
2002
Diploma of Financial Planning (DFP 1
2011
Margin Lending & Geared Investments
Kaplan Professional
2016
Advanced Diploma of Financial Planning
Mentor Education
Registration History
Source: ASIC Financial Advisers Register