Kym O'Brien

Partner at Findex
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Brisbane Area, AU

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Bio

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Experience

  • Findex
    • Australia
    • Financial Services
    • 700 & Above Employee
    • Partner
      • Nov 2017 - Present

      Contribute to the professional and ethical growth of the business through effective engagement of business partners, financial advisers, management, support staff, stakeholders and clients. Proactively manage risk, build relationships with external providers, provide leadership and management and maintain currency of knowledge.

    • Associate Partner
      • Jul 2016 - Oct 2017

    • Senior Financial Advisor
      • Jan 2014 - Jun 2016

  • Aspley Devils Netball Club
    • Treasurer
      • Sep 2017 - Nov 2021

  • Women in Finance QLD
    • Australia
    • Financial Services
    • Vice President
      • Oct 2017 - May 2019

  • Commonwealth Bank
    • Senior Business Financial Advisor - Business Wealth Management
      • Feb 2008 - Jul 2013

  • BDO
    • Associate Director
      • Nov 1993 - Feb 2008

Education

  • Financial Planning Association
    AFP, Financial Planning and Services
    -
  • Finsia
    Graduate Diploma of Applied Finance and Investment - Financial Advising Essentials
    -
  • SMSF Professionals Association
    SMSF Specialist Adviser
    -
  • Aged Care Steps
    Specialist Aged Care Adviser
    2008 -
  • Institute of Chartered Accountants
    Chartered Accountant
    -
  • QUT
    Bachelor of Business (Accountancy)
    -
  • Macquarie University
    Diploma of Superannuation Management
    -
  • Harvard Business School Online
    Management Essentials, Business Administration and Management, General
    2020 - 2020
  • Macquarie University
    Certificate of Superannuation Management
    -
  • FINSIA
    Securities and Derivatives Specialist Accreditation
    -
  • Tribecca
    Risk Management
    -
  • ASFA Fellow
    -
  • Institute of Chartered Accountants in Australia
    -
  • QUT
    -

Community

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