BRENDAN JOSEPH O'BRIEN
Financial Adviser · Erina, NSW
📚 Qualifications & Training
1992 - Diploma of Financial Planning - Diploma (AQF 5) - Financial Planning Association of Australia Limited
2002 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute Education
2021 - Financial Adviser Exam - Other - FASEA
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional Education
2025 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
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.