Financial Adviser
· DEE WHY, NSW
Sean Southwell
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000272637
Sean Southwell is a financial adviser based in Dee Why, New South Wales, with 25 years of experience in the financial services industry. Sean is currently authorised under Ri Advice Group Pty Ltd. Sean holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Certified Financial Planner from Financial Planning Association of Australia Limited. Sean 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
Authorised to provide tax financial advice services
Qualifications and Training
2002
8 unit Diploma of Financial Planning
Financial Planning Association of Australia Limited
2003
Certified Financial Planner
Financial Planning Association of Australia Limited
2012
Accredited Listed Product Adviser Program
Kaplan Professional Education
2012
Cavendish & ICFS Specialist SMSF Course
The University of Adelaide