Michael O'Brien
Oculus Wealth Management (phronesis) Limited
Michael O'Brien of Oculus Wealth Management (phronesis) Limited is based in Harrogate.
Michael has experience in a role requiring FCA regulated permissions.
Permitted, Regulator Controlled Functions:
- ✔[FCA CF] Client dealing
- ✔Appointed representative dealing with clients for which they require qualification
- ✔CF1 Director (AR)
- ✔CF30 Customer
- ✔Personal recommendation on retail investments (not broker funds)
Previous Employment:
- DB UK Bank Limited
- 21/02/2022 to 16/05/2025
- Credit Suisse (UK) Limited
- 31/10/2019 to 27/01/2022
- UBS AG
- 11/07/2012 to 06/03/2016
- UBS Limited
- 23/09/2004 to 09/07/2012
Michael O'Brien is connected to:
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