Data sourced from ASIC Financial Advisers Register
Financial Adviser · ORANGE, NSW

Kristy Lee Sullivan

16 Years experience
Tax advice
authorised
Currently at
Aware Financial Services Australia Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001004017

Kristy Lee Sullivan is a financial adviser based in Orange, New South Wales, with 16 years of experience in the financial services industry. Kristy is currently authorised under Aware Financial Services Australia Limited. Kristy 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 (FPA). Kristy 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

Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.

Authorised to provide tax financial advice services

Qualifications and Training

2006
4977 Introduction to Business Law
University of Canberra
2008
6417 Revenue Law
University of Canberra
2008
Bachelor of Economics
University of Canberra
2014
Master of Applied Finance
Kaplan Professional Education
2018
Certified Financial Planner
Financial Planning Association of Australia (FPA)
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Aware Financial Services Australia Limited
Aug 2025 - Present Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Dec 2019 - Mar 2025 Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aware Financial Services Australia Limited
Aug 2018 - Nov 2019 Ceased
FIRST STATE SUPER FINANCIAL SERVICES PTY LTD
Sep 2015 - Aug 2018 Ceased
Commonwealth Financial Planning Limited
Apr 2011 - Sep 2015 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register