JONATHAN O'SULLIVAN
Financial Adviser · West Perth, WA
📚 Qualifications & Training
2016 - Bachelor of Arts (Economics and Geography) - - University College Cork - Ireland
2016 - Diploma of Financial Planning - - Kaplan Professional
2016 - Higher Diploma in Accounting and Corporate Finance - - University College Cork - Ireland
2016 - Securities and Managed Investments - - Kaplan Professional
2024 - Economic and Legal Context for Financial Planning - Other - Kaplan Professional
2024 - Taxation for Financial Planning - Other - Kaplan Professional
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2025 - SMSF Regulations and Taxation - Other - 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.