Data sourced from ASIC Financial Advisers Register
Financial Adviser · ORANGE, NSW

Ben O'bryan

ORANGE, NSW
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000466143
Currently at
Charter Financial Planning Limited
Sydney, NSW (firm address)
View firm profile

About Ben O'bryan

Ben O'bryan is a financial adviser based in Orange, New South Wales, with 21 years of experience in the financial services industry since 2005. Ben is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Ben holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Ben's qualifications include a Master of Commerce (Financial Planning) from University of Western Sydney.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2006
Diploma of Financial Services (Financial Planning)
Finsia
2009
Self Managed Superannuation Funds
Kaplan Higher Education Pty Limited
2010
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2016
Master of Commerce (Financial Planning)
University of Western Sydney
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited
2020
Certificate IV in Finance and Mortgage Broking
Kaplan Higher Education Pty Limited
2021
Diploma of Finance and Mortgage Broking Management
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Oct 2014 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Australia And New Zealand Banking Group Limited
Dec 2007 - Aug 2014 Ceased

Source: ASIC Financial Advisers Register