Financial Adviser
· PERTH, WA
Timothy Patrick Sullivan
No disciplinary history on record with ASIC
PERTH,
WA
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000410914
About Timothy Patrick Sullivan
Timothy Patrick Sullivan is a financial adviser based in Perth, Western Australia, with 15 years of experience in the financial services industry since 2011. Timothy is currently authorised under Integro Holdings (WA). Timothy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Timothy's qualifications include a CFP- Certified Financial Planner from Financial Planning Association of Australia (FPA). Timothy is a member of Financial Advice Association of Australia (FAAA) and Financial Services Institute of Australasia (FINSIA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor Degree
- The Univeristy of Sydney
1998
Applied Finance
Financial Planning Association of Australia
2003
Diploma
- Financial Planning Association of Australia
2017
CFP- Certified Financial Planner
Financial Planning Association of Australia (FPA)