Financial Adviser
· WEST PERTH, WA
Jonathan O'sullivan
No disciplinary history on record with ASIC
WEST PERTH,
WA
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001248480
Jonathan O'sullivan is a financial adviser based in West Perth, Western Australia, with 10 years of experience in the financial services industry since 2016. Jonathan is currently authorised under Twd Licensee Services. Jonathan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jonathan's qualifications include a Bachelor of Arts (Economics and Geography) from University College Cork - Ireland. Jonathan 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
2016
Bachelor of Arts (Economics and Geography)
University College Cork - Ireland
2016
Diploma of Financial Planning
Kaplan Professional
2016
Higher Diploma in Accounting and Corporate Finance
University College Cork - Ireland
2016
Securities and Managed Investments
Kaplan Professional
2024
Economic and Legal Context for Financial Planning
Kaplan Professional
2024
Taxation for Financial Planning
Kaplan Professional
2025
Graduate Diploma of Financial Planning
Kaplan Professional
2025
SMSF Regulations and Taxation
Kaplan Professional
Registration History
Not authorised to provide advice in SMSFs.
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Source: ASIC Financial Advisers Register