BERNARD PETER O'BRIEN


Licensee: EQUITY TRUSTEES WEALTH SERVICES LIMITED

BERNARD PETER O'BRIEN (Adviser# 001001356) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Ceased. The adviser start date is April 27, 2015.

Adviser Overview

Register Name Financial Advisers
Adviser Name BERNARD PETER O'BRIEN
Adviser Number 001001356
Adviser Role Financial Adviser
Adviser Role Status Ceased
Adviser First Advice Year 1998
Financial Service (AFS) Licence Licence# 000234528
EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence ABN 33006132332
Licence Controlled By EQT Holdings Limited
EQUITY TRUSTEES LIMITED [Date Ceased: 27/02/2016]
Adviser Start Date 2015-04-27
Adviser End Date 2015-07-30
Appointing Representative Name EQUITY TRUSTEES WEALTH SERVICES LIMITED
Appointing Representative Number 000234528
Appointing Representative ABN 33006132332

Authorisations to provide financial product advice

  • BERNARD PETER O'BRIEN

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000234528 EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence controlled by: EQT Holdings Limited ~ EQUITY TRUSTEES LIMITED [Date Ceased: 27/02/2016]
2015-04-27 - 2015-07-30 EQUITY TRUSTEES WEALTH SERVICES LIMITED
000240975 EQUITY TRUSTEES LIMITED
Licence controlled by: EQT Holdings Limited
2013-05-06 - 2015-07-30 EQUITY TRUSTEES LIMITED
000235148 THE TRUST COMPANY LIMITED 2006-10-06 - 2013-03-22

Licensee Information

Licence Name EQUITY TRUSTEES WEALTH SERVICES LIMITED
Licence Number 000234528
Licence ABN 33006132332

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MELINDA HULLS Equity Trustees Wealth Services Limited Current 2015-10-15
HUGH HODGES Equity Trustees Wealth Services Limited Ceased 2014-07-04

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
MELINDA HULLS Equity Trustees Wealth Services Limited Current 2015-10-15
HUGH HODGES Equity Trustees Wealth Services Limited Ceased 2014-07-04

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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.