Anthony James O’Brien
Financial Adviser in Geraldton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000235939
- Location
- Geraldton WA 6530
- Licensee
- Symmetry Group Pty Ltd (AFSL 426385)
- Authorised since
- 4 December 2019
- First provided advice
- 1997
- Qualifications
- Diploma of Financial Planning (DFP 1, Integratec (Kaplan Professional) (2002); Margin Lending & Geared Investments, Kaplan Professional (2011); Advanced Diploma of Financial Planning, Mentor Education (2016)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Anthony James O’Brien
Anthony James O’Brien is a financial adviser in Geraldton, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000235939.
The licensee Anthony advises under is Symmetry Group Pty Ltd (AFS licence 426385). That authorisation dates from 4 December 2019.
According to the register, Anthony first provided financial advice in 1997. Qualifications and training on file include Diploma of Financial Planning (DFP 1 (Integratec (Kaplan Professional), 2002), Margin Lending & Geared Investments (Kaplan Professional, 2011) and Advanced Diploma of Financial Planning (Mentor Education, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Anthony is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Anthony James O'Brien a registered financial adviser?
Yes. Anthony James O'Brien is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000235939.
Which licensee does Anthony James O'Brien work under?
Symmetry Group Pty Ltd, Australian financial services licence 426385.
What can Anthony James 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.