Cassey Dee O’brien – Financial Adviser

Adviser identifying number: 422851
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2012

Name of the licence holder: PARAGON WEALTH MANAGEMENT PTY LTD
Licence number: 310996
Licensee’s ABN: 60123395488
Licence controlled by:

The date the Financial Adviser commenced the appointment: 07/06/2012
The date the Financial Adviser ceased the appointment: 04/05/2015
Name of the Authorised Representative: PARAGON WEALTH MANAGEMENT PTY LTD
Authorised Representative identifying number: 000310996
Authorised Representative’s ABN: 60123395488

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:

• ASX Listed Products Adviser Accreditation – Kaplan
• Diploma of Financial Services – Financial Planning – Kaplan
• Self-Managed Superannuation Funds – Kaplan

Relevant memberships of professional bodies or industry associations: Association of Financial Advisers (AFA)

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