HomeFinancial AdvisersCallen Hayes O’brien – Financial Adviser

Callen Hayes O’brien – Financial Adviser

Adviser identifying number: 1246146
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: SMSF ADVICE PTY LIMITED
Licence number: 234664
Licensee’s ABN: 11074225353
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]

The date the Financial Adviser commenced the appointment: 05/08/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SMSF ADVICE PTY LIMITED
Authorised Representative identifying number: 234664
Authorised Representative’s ABN: 11074225353

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

>>>Why Australians Should Hire a Financial Adviser?

Relevant qualifications and training:

  • Bachelor of Commerce (Accounting) – Monash University
  • Diploma of Financial Planning – Integrity Education Group

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Callen Hayes O’brien is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Life Products / Investment Life Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Retirement Savings Account Products
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility
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