ADRIAN STEPHEN O'BRIEN
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2015 - Certificate IV in Business - Certificate (AQF 1-4) - TAFE NSW
2017 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - TAFE NSW
2019 - Graduate Certificate of Applied Finance - Graduate Certificate (AQF 8) - Kaplan Professional
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2023 - Introduction to Self-Managed Superannuation Funds - Other - Kaplan Professional
2024 - Economic and Legal Context for Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2024 - Taxation for Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
🏢 Professional Memberships
SMSF Association
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.