Financial Adviser · BRISBANE CITY, QLD

Erin O'sullivan

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 000323358

Erin O'sullivan is a financial adviser based in Brisbane City, Queensland, with 18 years of experience in the financial services industry. Erin is currently authorised under Bridges Financial Services Pty Limited. Erin 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 Bachelor of Business (Management) from Queensland University of Technology.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities

Restrictions: Superannuation - All excludes Self Managed Superannuation Funds. Securities: advice is limited to approved model portfolios only.

Authorised to provide tax financial advice services

Qualifications and Training

2005
Bachelor of Business (Management)
Queensland University of Technology
2008
Diploma of Financial Services (Financial Planning) FNS50804
ThreeSixty (Division of GWM Adviser Services Limited)
2014
FNS60410 Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Ltd

Registration History

Jan 2021 - Present Current
Superannuation - All excludes Self Managed Superannuation Funds. Securities: advice is limited to approved model portfolios only.
QINVEST LIMITED
Aug 2012 - Dec 2020 Ceased

Source: ASIC Financial Advisers Register