MARK O'BRIEN
Financial Adviser · Deakin, ACT
📚 Qualifications & Training
2009 - Bachelor of commerce (finance) - Bachelor Degree (AQF 7) - University of Queensland
2014 - Diploma Financial Planning FNS50611 - Diploma (AQF 5) - Kaplan Australia
2014 - RG146 Margin Lending - Diploma (AQF 5) - Kaplan Australia
2020 - Certified Financial Planner - Professional Designations - Financial Planning Association
2023 - Ethics and professionalism in financial advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
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.