Alexander Rhys O’Brien
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000416382
- Location
- Sydney NSW 2000
- Licensee
- Alteris Financial Group Pty Ltd (AFSL 402370)
- Authorised since
- 6 July 2020
- First provided advice
- 2012
- Qualifications
- Bachelor of Applied Finance and Economics, Macquarie University (2011); Certified Financial Planner, FPA (2012); Graduate Diploma of Financial Planning, Kaplan (2012); Ethics and Professionalism in Financial Advice, Kaplan (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Alexander Rhys O’Brien
On the Financial Advisers Register kept by ASIC, Alexander Rhys O’Brien appears as a current financial adviser in Sydney, New South Wales, adviser number 000416382.
Advice is given under the Australian financial services licence of Alteris Financial Group Pty Ltd, licence number 402370. The current authorisation started on 6 July 2020.
According to the register, Alexander first provided financial advice in 2012. Qualifications and training on file include Bachelor of Applied Finance and Economics (Macquarie University, 2011), Certified Financial Planner (FPA, 2012) and Graduate Diploma of Financial Planning (Kaplan, 2012). Alexander is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Alexander Rhys O'Brien a registered financial adviser?
Yes. Alexander Rhys O'Brien is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000416382.
Which licensee does Alexander Rhys O'Brien work under?
Alteris Financial Group Pty Ltd, Australian financial services licence 402370.
What can Alexander Rhys O'Brien give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.