TERENCE MICHAEL O'SULLIVAN
Financial Adviser · Southport, QLD
📚 Qualifications & Training
1983 - Bachelor of Commerce (Accounting) - Bachelor Degree (AQF 7) - University of Auckland
1996 - Master of Business Administration - Masters Degree (AQF 9) - Macquarie University
2009 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Mentor Education
2009 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
2010 - Self Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan
2018 - 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.