Financial Adviser · GERALDTON, WA

Anthony James O'brien

GERALDTON, WA

29 Years experience

Tax advice
authorised

ASIC Registered · ADV 000235939

Currently at

For Sure Financial Planning

Subiaco, WA (firm address)

View firm profile

About Anthony James O'brien

Anthony James O'brien is a financial adviser based in Geraldton, Western Australia, with 29 years of experience in the financial services industry since 1997. Anthony is currently authorised under Symmetry Group, operating through For Sure Financial Planning. Anthony holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anthony's qualifications include a Advanced Diploma of Financial Planning from Mentor Education. Anthony is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2002

Diploma of Financial Planning (DFP 1

2011

Margin Lending & Geared Investments

Kaplan Professional

2016

Advanced Diploma of Financial Planning

Mentor Education

Registration History

Symmetry Group Pty Ltd

Dec 2019 - Present Current

Financial Wisdom Limited

Sep 2003 - Dec 2019 Ceased

Source: ASIC Financial Advisers Register