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Financial Advisers: JOHN MICHAEL O'BRIEN Information

This is the detailed information about JOHN MICHAEL O'BRIEN, it is the Financial Advisers, its unique identifying number allocated to the credit licensee is 000225773, the year the Financial Adviser first provided advice is 2003 (YYYY), the name of the register the record belongs to Financial Advisers. This data update on: 2020-10-28 16:55:09.

Financial Adviser Number: 000225773
Financial Adviser Name: JOHN MICHAEL O'BRIEN
The role of the Financial Adviser: Financial Adviser
The year the Financial Adviser first provided advice: 2003
Adviser Town: Brisbane City
Adviser State: QLD
Adviser Country: Australia
  1. Financial Adviser Status: Ceased
    Name of the licence holder: PROFESSIONAL INVESTMENT SERVICES PTY LTD
    Licence Number: 000234951
    Licence ABN: 11074608558
    The company(ies) or people who control the licensee's business: CENTREPOINT WEALTH PTY LTD
    The date the Financial Adviser commenced the appointment: 2009-01-23
    The date the Financial Adviser ceased the appointment: 2011-08-10
    Authorised Representative Name: JOHN MICHAEL O'BRIEN
    Authorised Representative Number: 000225773
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Griffith University ~ Masters Financial Planning - Griffith University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Associate Fellow - Australian Institute of Management ~ Association of Independently Owned Financial Professionals (AIOFP) ~ Australian Institute of Company Directors ~ Financial Planning Association of Australia (FPA) ~ Senior Associate - Financial Services Institute of Australasia
  2. The sub type of the Financial Adviser: Financial Adviser
    Financial Adviser Status: Current
    Name of the licence holder: VISIS PTY LTD
    Licence Number: 000394583
    Licence ABN: 32098306828
    The date the Financial Adviser commenced the appointment: 2011-07-12
    Authorised Representative Name: VISIS PTY LTD
    Authorised Representative Number: 000394583
    Rep Appointed ABN: 32098306828
    Fin Deposit and Payment Products/Non-basic Deposit Products: 1
    Fin Derivatives: 1
    Fin Government Debentures, Stocks or Bonds: 1
    Fin Life Products/Investment Life Insurance Products: 1
    Fin Managed Investment Schemes, including IDPS: 1
    Fin Retirement Savings Account Products: 1
    Fin Securities: 1
    Fin Superannuation: 1
    Fin Margin Lending Facility/Standard Margin Lending Facility: 1
    Fin Margin Lending Facility/Non-Standard Margin Lending Facility: 0
    Provides details on the qualifications or training courses the adviser has completed that are relevant to providing FS: Bachelor of Commerce - Griffith University ~ Masters Financial Planning - Griffith University
    Provides details of memberships of professional bodies or industry associations relevant to providing financial services: Associate Fellow - Australian Institute of Management ~ Association of Independently Owned Financial Professionals (AIOFP) ~ Australian Institute of Company Directors ~ Financial Planning Association of Australia (FPA) ~ Senior Associate - Financial Services Institute of Australasia
    Provides details on areas the Financial Adviser is restricted from giving advice on: Managed Investment Schemes - MDA Services

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Data Dictionary

The company(ies) or people who control the licensee's business: They can sometimes be a majority shareholder or able to control votes at meetings or board composition.
Disciplinary action type: Disciplinary action type. ASIC has regulatory powers in relation to financial advisers and can ban individuals from providing financial product advice.
Fin, e.g: Fin Carbon Credits/Carbon Unit, means Provide Financial Product Advice - Carbon Credits/Carbon Unit. The following logic is applied to product authorisation codes. IF Financial Adviser is authorised to provide advice on this product AND their status equals current THEN show 1 ELSE show null. Product Authorisations are for current Financial Advisers only, null values are used for ceased Financial Advisers.
If more than one entry exists they will be concatenated together and separated by a tilde.