RYAN PATRICK O'GRADY
Financial Adviser · Brookvale, NSW
📚 Qualifications & Training
2011 - Bachelor of Business - Bachelor Degree (AQF 7) - Southern Cross University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Mentor Education Pty Ltd
2015 - Self Managed Superannuation Funds - Other - Kaplan Higher Education Pty Limited
2017 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited
2020 - Margin Lending - Other - Mentor Education Pty Ltd
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - 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.