Ben O’Bryan
Financial Adviser in Orange, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000466143
- Location
- Orange NSW 2800
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 October 2014
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Finsia (2006); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2009); Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); Margin Lending and Geared Investments, Kaplan Higher Education Pty Limited (2011); Master of Commerce (Financial Planning), University of Western Sydney (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2019); Certificate IV in Finance and Mortgage Broking, Kaplan Higher Education Pty Limited (2020); Diploma of Finance and Mortgage Broking Management, Kaplan Higher Education Pty Limited (2021)
- 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, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Ben O’Bryan
Ben O’Bryan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Orange, New South Wales (adviser number 000466143).
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 1 October 2014.
The register records 2005 as the year Ben first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Finsia, 2006), Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2009) and Advanced Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2010).
Ben is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Ben O'Bryan a registered financial adviser?
Yes. Ben O'Bryan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000466143.
Which licensee does Ben O'Bryan work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Ben O'Bryan 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; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."