SHANE MARC O'BRIEN

Financial Adviser · Newcastle, NSW

Registered

Registration Number

001304450

Registration Status

Registered

Location

Newcastle, NSW 2300

Providing Advice Since

2023

Registration Date

01/07/2023

Financial Services Licensee

COUNT FINANCIAL LIMITED

Licence #000227232

📚 Qualifications & Training

2017 - Bachelor of Commerce - Bachelor Degree (AQF 7) - The University of Newcastle
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2025 - SuperConcepts Specialist SMSF Online Course - Other - The University of Adelaide

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.