Mark O’Brien
Financial Adviser in Canberra, Australian Capital Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001254567
- Location
- Canberra ACT 2601
- Licensee
- Unisuper Management Pty. Ltd. (AFSL 235907)
- Authorised since
- 31 October 2023
- First provided advice
- 2017
- Qualifications
- Bachelor of commerce (finance), University of Queensland (2009); Diploma Financial Planning FNS50611, Kaplan Australia (2014); RG146 Margin Lending, Kaplan Australia (2014); Certified Financial Planner, Financial Planning Association (2020); Ethics and professionalism in financial advice, Kaplan Professional (2023)
- 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 Mark O’Brien
Mark O’Brien is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Canberra, Australian Capital Territory (adviser number 001254567).
Advice is given under the Australian financial services licence of Unisuper Management Pty. Ltd., licence number 235907. That authorisation dates from 31 October 2023.
The register records 2017 as the year Mark first provided financial advice. The qualifications listed for Mark include Bachelor of commerce (finance) (University of Queensland, 2009), Diploma Financial Planning FNS50611 (Kaplan Australia, 2014) and RG146 Margin Lending (Kaplan Australia, 2014). Mark is recorded as a member of Financial Advice Association of Australia (FAAA).
Mark 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 Mark O'Brien a registered financial adviser?
Yes. Mark O'Brien is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001254567.
Which licensee does Mark O'Brien work under?
Unisuper Management Pty. Ltd., Australian financial services licence 235907.
What can Mark 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.