JACOB THOMAS O'SULLIVAN
Financial Adviser · Surrey Hills, VIC
📚 Qualifications & Training
2009 - Bachelor of Business (Professional Accountancy) - Bachelor Degree (AQF 7) - Royal Melbourne Institute of Technology
2015 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2016 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2019 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.