Financial Adviser
· BALLINA, NSW
Sean Michael Farrelly
No disciplinary history on record with ASIC
BALLINA,
NSW
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001234268
Sean Michael Farrelly is a financial adviser based in Ballina, New South Wales, with 11 years of experience in the financial services industry since 2015. Sean is currently authorised under Alliance Wealth, operating through Toowoomba Financial Centre. Sean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sean's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma in Financial Sersvices (Financial Planning)
Kaplan Professional
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2016
Margin Lending
Other - Kaplan Professional
2024
Specialist SMSF Course
SuperConcepts & University of Adelaide
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register