Financial Adviser
· SYDNEY, NSW
Jacob Thomas O'sullivan
No disciplinary history on record with ASIC
SYDNEY,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001233073
Jacob Thomas O'sullivan is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Jacob is currently authorised under E.f.d.b. Jacob holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacob's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Jacob is a member of Financial Advice Association of Australia (FAAA).
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
2009
Bachelor of Business (Professional Accountancy)
Royal Melbourne Institute of Technology
2015
Diploma of Financial Planning
Kaplan
2016
Advanced Diploma of Financial Planning
Kaplan
2019
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Excludes Self-Managed Superannuation Funds
GPL (VIC) PTY LTD
Source: ASIC Financial Advisers Register