KYM O'BRIEN
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1995 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology
1998 - Diploma of Superannuation Management - - Macquarie University
2002 - Graduate Diploma of Applied Finance and Investment - Financial Advising Essentials - - Finsia
2004 - Chartered Accountant - Professional Designations - The Institute of Chartered Accountants
2010 - SMSF Specialist Advisor - - SMSF Association
2020 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
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.