BEN O'BRYAN

Financial Adviser · Orange, NSW

Registered

Registration Number

000466143

Registration Status

Registered

Location

Orange, NSW 2800

Providing Advice Since

2005

Registration Date

01/10/2014

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia
2009 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2010 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Higher Education Pty Limited
2011 - Margin Lending and Geared Investments - Other - Kaplan Higher Education Pty Limited
2016 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - University of Western Sydney
2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education Pty Limited
2020 - Certificate IV in Finance and Mortgage Broking - Certificate (AQF 1-4) - Kaplan Higher Education Pty Limited
2021 - Diploma of Finance and Mortgage Broking Management - Diploma (AQF 5) - Kaplan Higher Education Pty Limited

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.