Andrew O'brien – Financial Adviser

Adviser identifying number: 237913
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: AFFINIA FINANCIAL ADVISERS LIMITED
Licence number: 237857
Licensee’s ABN: 13085335397
Licence controlled by:

The date the Financial Adviser commenced the appointment: 02/09/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: AFFINIA FINANCIAL ADVISERS LIMITED
Authorised Representative identifying number: 237857
Authorised Representative’s ABN: 13085335397

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:

  • Diploma Of Financial Planning – FPA – Financial Planning Association
  • Graduate Certificate in Business (Applied Finance) – QUT
  • RG 146 Assessment – KAPLAN

Relevant memberships of professional bodies or industry associations:

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

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, including IDPS
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility