David O'Brien
Financial Adviser
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About
David O'Brien is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals with tailored and strategic advice. David holds a Bachelor of Business Studies from the University of Limerick and a Graduate Diploma in Financial Planning from The Institute of Bankers. He further enhanced his expertise by becoming a Certified Financial Planner (CFP) with the FAAA in 2024. David's commitment to excellence is reflected in his ongoing professional development, including certifications in Economic and Legal Context for Financial Planning, Ethics and Professionalism in Financial Advice, Superannuation and Retirement Advice, Taxation for Financial Planning, and SMSF Regulations and Taxation from Kaplan Higher Education. As a member of the Financial Advice Association of Australia (FAAA), David adheres to the highest ethical and professional standards. Authorised to provide advice on a comprehensive range of financial products, David specialises in superannuation, insurance, wealth management, and retirement planning. He is equipped to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. David offers guidance in: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions Ready to take control of your financial future? Contact David O'Brien today for a consultation and personalised financial plan.
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Frequently Asked Questions
What types of financial advice does David O'Brien provide?
David O'Brien specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He is authorised to provide advice on a range of financial products including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What qualifications does David O'Brien have?
David holds a Bachelor of Business Studies, a Graduate Diploma in Financial Planning, and is a Certified Financial Planner (CFP) with the FAAA. He has also completed several certifications from Kaplan Higher Education covering areas such as financial planning law, ethics, superannuation, taxation, and SMSF regulations.
What can I expect during my first consultation with David O'Brien?
During your first consultation, David will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then provide an overview of how he can assist you and outline the next steps in developing a personalised financial plan.
How does David O'Brien stay up-to-date with changes in the financial industry?
David is committed to ongoing professional development and regularly attends industry events and training sessions. He is a member of the FAAA and completes continuous professional education to stay informed about the latest changes in regulations, investment strategies, and financial products.
What is the process of working with David O'Brien to create a financial plan?
The process typically involves an initial consultation to understand your needs, followed by a detailed analysis of your financial situation. David will then develop a personalised financial plan tailored to your goals, which he will present and discuss with you. Once you approve the plan, he will assist you with implementation and provide ongoing support and reviews to ensure it remains aligned with your changing circumstances.
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