Justin Daniel O’brien – Financial Adviser

Adviser identifying number: 1237373
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: MERIT WEALTH PTY LTD
Licence number: 409361
Licensee’s ABN: 89125557002
Licence controlled by: EASTON INVESTMENTS LIMITED

The date the Financial Adviser commenced the appointment: 23/11/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: MERIT WEALTH PTY LTD
Authorised Representative identifying number: 409361
Authorised Representative’s ABN: 89125557002

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Business (Accounting) – Deacon University
  • CA SMSF Specialist Accreditation Course – UNSW
  • Diploma of Financial Planning – Mentor Education

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Justin Daniel O’brien is authorised to provide advices on following products:

  • Superannuation