JOHN FRANCIS SULLIVAN
Financial Adviser · Brisbane, QLD
📚 Qualifications & Training
1999 - Bachelor of Business (Accounting) - - Queensland University of Technology (QUT)
2006 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
2011 - Professional Diploma in Stockbroking - - DeakinPrime
2022 - FINS5537 Financial Planning Advice and Ethics - Bridging Course - Ethics - The University of New South Wales
2022 - Master of Taxation in Taxation and Financial Planning with Excellence - Masters Degree (AQF 9) - The University of New South Wales
🏢 Professional Memberships
CA - Chartered Accountants
CA - Financial Planning Specialist
Financial Advice Association of Australia (FAAA)
Financial Planner AFP (FPA)
SSA - SMSF Specialist Accreditation (SPAA)
TEP - Registered Trust and Estate Practitioner
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.