Sean Osborne
Financial Adviser in Darwin, Northern Territory, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000242944
- Location
- Darwin NT 0800
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 14 October 2011
- First provided advice
- 1997
- Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Tribeca (2004); Self Managed Superannuation Funds, Mentor Education Pty Ltd (2015); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020); Graduate Diploma of Financial Planning, 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 Sean Osborne
Sean Osborne is a financial adviser in Darwin, Northern Territory, listed on the Financial Advisers Register kept by ASIC under adviser number 000242944.
Sean provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 14 October 2011.
According to the register, Sean first provided financial advice in 1997. The qualifications listed for Sean include Advanced Diploma of Financial Services (Financial Planning) (Tribeca, 2004), Self Managed Superannuation Funds (Mentor Education Pty Ltd, 2015) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2020).
Sean 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.
The register adds a condition to this authorisation: “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 Sean Osborne a registered financial adviser?
Yes. Sean Osborne is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000242944.
Which licensee does Sean Osborne work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Sean Osborne 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."