Patrick Edward O'brien Financial Planner Report

Name:
Patrick Edward O'brien

Rep Number:
000282149

Status:
Current

First Advice:
2004

Disciplinary action:
No action

Most Recent Role:
2012-01-12 onwards

Location:
Hove, , SA, 0

Licensee
Name:

Number:
000385845

ABN:
64 141 607 098

Appointed By
Name:
Neo Financial Solutions Pty Ltd

Licence Number:
000385845

ABN:
64 141 607 098

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
FPA
Certified Financial Planner
AFG
Diploma of Financial Planning
Kaplan
Margin Lending & Geared Investments
Tower Trust
Self Managed Super Funds