TIMOTHY PATRICK SULLIVAN

Financial Adviser ยท Burswood, WA

Registered

Registration Number

000410914

Registration Status

Registered

Location

Burswood, WA 6100

Providing Advice Since

2011

Registration Date

01/08/2019

Financial Services Licensee

MONT PARTNERS PTY LTD

Licence #000511061

๐Ÿ“š Qualifications & Training

1995 - Bachelor Degree - Economics - - The Univeristy of Sydney
1998 - Applied Finance - Graduate Diploma (AQF 8) - Financial Planning Association of Australia
2003 - Diploma - Financial Planning - - Financial Planning Association of Australia
2017 - CFP- Certified Financial Planner - - Financial Planning Association of Australia (FPA)

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)

โ„น๏ธ 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.