Kym O’Brien
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001000474
- Location
- Brisbane QLD 4000
- Licensee
- Findex Advice Services Pty Ltd (AFSL 243253)
- Authorised since
- 23 November 2015
- First provided advice
- 2008
- Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology (1995); Diploma of Superannuation Management, Macquarie University (1998); Graduate Diploma of Applied Finance and Investment, Finsia (2002); Chartered Accountant, The Institute of Chartered Accountants (2004); SMSF Specialist Advisor, SMSF Association (2010); Ethics & Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); SMSF Association
- 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 Kym O’Brien
Kym O’Brien is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Brisbane, Queensland (adviser number 001000474).
Kym provides advice as an authorised representative of Findex Advice Services Pty Ltd, which holds Australian financial services licence 243253. That authorisation dates from 23 November 2015.
According to the register, Kym first provided financial advice in 2008. The qualifications listed for Kym include Bachelor of Business (Accountancy) (Queensland University of Technology, 1995), Diploma of Superannuation Management (Macquarie University, 1998) and Graduate Diploma of Applied Finance and Investment (Finsia, 2002). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and SMSF Association.
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.
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Questions people ask
Is Kym O'Brien a registered financial adviser?
Yes. Kym O'Brien is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001000474.
Which licensee does Kym O'Brien work under?
Findex Advice Services Pty Ltd, Australian financial services licence 243253.
What can Kym 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.