Ryan Patrick O’Grady
Financial Adviser in Brookvale, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000468529
- Location
- Brookvale NSW 2100
- Licensee
- Akumin Financial Planning Pty Limited (AFSL 232706)
- Authorised since
- 11 November 2014
- First provided advice
- 2014
- Qualifications
- Bachelor of Business, Southern Cross University (2011); Diploma of Financial Planning, Mentor Education Pty Ltd (2013); Self Managed Superannuation Funds, Kaplan Higher Education Pty Limited (2015); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2017); Margin Lending, Mentor Education Pty Ltd (2020); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2025)
- 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
- 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 Ryan Patrick O’Grady
Ryan Patrick O’Grady is a financial adviser in Brookvale, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000468529.
The licensee Ryan advises under is Akumin Financial Planning Pty Limited (AFS licence 232706). That authorisation dates from 11 November 2014.
According to the register, Ryan first provided financial advice in 2014. The qualifications listed for Ryan include Bachelor of Business (Southern Cross University, 2011), Diploma of Financial Planning (Mentor Education Pty Ltd, 2013) and Self Managed Superannuation Funds (Kaplan Higher Education Pty Limited, 2015).
Ryan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Ryan Patrick O'Grady a registered financial adviser?
Yes. Ryan Patrick O'Grady is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000468529.
Which licensee does Ryan Patrick O'Grady work under?
Akumin Financial Planning Pty Limited, Australian financial services licence 232706.
What can Ryan Patrick O'Grady 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. 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."