MARK SULLIVAN
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
2003 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Deakin University
2006 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australasia (FINSIA)
2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia Ltd
2010 - FNSASICR503A Provide Advice in Margin Lending - Other - GWM Adviser Services Ltd trading as Advice Education
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Education Pty Ltd
🏢 Professional Memberships
Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
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.