RICHARD JOHN O'BRIEN


Licensee: PORT FINANCIAL SERVICES PTY LTD

RICHARD JOHN O'BRIEN (Adviser# 001266503) 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 August 2, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name RICHARD JOHN O'BRIEN
Adviser Number 001266503
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser ABN 72634649836
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000496444
PORT FINANCIAL SERVICES PTY LTD
Licence Controlled By Richard Hutchison BAIRD
Adviser Start Date 2018-08-02
Appointing Representative Name PORT FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000496444
Memberships CPA Australia (CPA)

Authorisations to provide financial product advice

  • RICHARD JOHN O'BRIEN
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
AccountantsSelf Managed Superannuation Funds Package Kaplan
Bachelor of Business Western Australian Institute of Technology
Post Graduate Diploma in Business Curtin University

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000496444 PORT FINANCIAL SERVICES PTY LTD
Licence controlled by: Richard Hutchison BAIRD
2018-08-02 - PORT FINANCIAL SERVICES PTY LTD

Licensee Information

Licence Name PORT FINANCIAL SERVICES PTY LTD
Licence Number 000496444

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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.