KIM O'BRIEN

Licensee: DELOITTE GROWTH SOLUTIONS PTY LIMITED

KIM O'BRIEN (Adviser# 000278957) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 12, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name KIM O'BRIEN
Adviser Number 000278957
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2001
Financial Service (AFS) Licence Licence# 000244592
DELOITTE GROWTH SOLUTIONS PTY LIMITED
Licence ABN 21010764306
Licence Controlled By DELOITTE TOUCHE TOHMATSU
Adviser Start Date 2016-09-12
Appointing Representative Name DELOITTE GROWTH SOLUTIONS PTY LIMITED
Appointing Representative Number 000244592
Appointing Representative ABN 21010764306
Memberships Chartered Accountants Australia and New Zealand (CA)
SMSF Association

Authorisations to provide financial product advice

  • KIM O'BRIEN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Commerce in Accountancy University of Wollongong
Diploma of Financial Planning Pinnacle Financial Services Academy
Graduate Certificate in Financial Planning FINSIA
SMSF Specialist Advisor SMSF Association
Self Managed Superannuation Funds Kaplan

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000244592 DELOITTE GROWTH SOLUTIONS PTY LIMITED
Licence controlled by: DELOITTE TOUCHE TOHMATSU
2016-09-12 - DELOITTE GROWTH SOLUTIONS PTY LIMITED
000240687 SECURITOR FINANCIAL GROUP LTD
Licence controlled by: WESTPAC BANKING CORPORATION
2011-09-28 - 2015-11-30 SECURITOR FINANCIAL GROUP LTD
000230626 PKF FINANCIAL SERVICES PTY. LIMITED 2007-06-27 - 2011-04-15

Licensee Information

Licence Name DELOITTE GROWTH SOLUTIONS PTY LIMITED
Licence Number 000244592
Licence ABN 21010764306

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
LAURENCE SLOMOI Deloitte Growth Solutions Pty Limited Current 2016-12-02
MICHELLE ROBYN HARTMAN Deloitte Growth Solutions Pty Limited Current 2016-06-01
KATRINA JOYCE DALY Deloitte Growth Solutions Pty Limited Current 2014-12-05
JOHN CLEMENT MALCOLM RANDALL Deloitte Growth Solutions Pty Limited Current 2014-07-01
RICHARD MICHAEL BRODIE Deloitte Growth Solutions Pty Limited Ceased 2013-06-01
YI MEI TSANG Deloitte Growth Solutions Pty Limited Current 2011-08-01
PETER ROBERSON Deloitte Growth Solutions Pty Limited Ceased 2010-08-02
ROBERT HOWARD DOWLING Deloitte Growth Solutions Pty Limited Current 2006-08-01
KAREN LYNETTE GREEN Deloitte Growth Solutions Pty Limited Current 2004-03-10
TIMOTHY GEOFFREY MADDOCK Deloitte Growth Solutions Pty Limited Current 2004-03-10

Competitor

Search similar business entities

Improve Information

Please comment or provide details below to improve the information on .

Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.