Kym O'brien Financial Planner Report

Name:
Kym O'brien

Rep Number:
001000474

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2015-11-23 onwards

Licensee
Name:

Number:
000243253

ABN:
88 090 684 521

Controlled By:

Appointed By
Name:
Findex Advice Services Pty Ltd

Licence Number:
000243253

ABN:
88 090 684 521

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
MDA Services
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Queensland University of Technology
Bachelor of Business (Accountancy)
The Institute of Chartered Accountants
Charetered Accountant
Macquarie University
Diploma of Superannuation Management
Finsia
Graduate Diploma of Applied Finance and Investment - Financial Advising Essentials
SMSF Association
SMSF Specialist Advisor

Memberships
Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)
SMSF Association