Kim O'brien Financial Planner Report

Name:
Kim O'brien

Rep Number:
000278957

Status:
Current

First Advice:
2001

Disciplinary action:
No action

Most Recent Role:
2016-09-12 onwards

Location:
Sydney, , NSW, 0

Licensee
Name:

Number:
000244592

ABN:
21 010 764 306

Controlled By:

Appointed By
Name:
Deloitte Growth Solutions Pty Limited

Licence Number:
000244592

ABN:
21 010 764 306

May advise on following product areas:
Non-basic Deposit Products
Managed Investment Schemes, including IDPS
Securities
Superannuation

Qualifications
University of Wollongong
Bachelor of Commerce in Accountancy
Pinnacle Financial Services Academy
Diploma of Financial Planning
FINSIA
Graduate Certificate in Financial Planning
SMSF Association
SMSF Specialist Advisor
Kaplan
Self Managed Superannuation Funds

Memberships
Chartered Accountants Australia and New Zealand (CA)
SMSF Association