Brent William O’Byrne
Financial Adviser in Busselton, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001239531
- Location
- Busselton WA 6280
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 23 February 2016
- First provided advice
- 2016
- Qualifications
- Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2014); Advanced Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2016); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2017); SMSF Course, University of Adelaide (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2023)
- 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
- 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 Brent William O’Byrne
On the Financial Advisers Register kept by ASIC, Brent William O’Byrne appears as a current financial adviser in Busselton, Western Australia, adviser number 001239531.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 23 February 2016.
The register records 2016 as the year Brent first provided financial advice. Qualifications and training on file include Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2014), Advanced Diploma of Financial Planning (Kaplan Higher Education Pty Limited, 2016) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2017).
The authorisation covers advice 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.
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 Brent William O'Byrne a registered financial adviser?
Yes. Brent William O'Byrne is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001239531.
Which licensee does Brent William O'Byrne work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Brent William O'Byrne 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. 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."