Data sourced from ASIC Financial Advisers Register
Financial Adviser · BRISBANE CITY, QLD

John Francis Sullivan

21 Years experience
Tax advice
authorised
Currently at
Arrive Capital Pty Ltd
Brisbane, QLD
View firm profile
ASIC Registered · ADV 000287768

John Francis Sullivan is a financial adviser based in Brisbane City, Queensland, with 21 years of experience in the financial services industry. John is currently authorised under Arrive Capital Pty Ltd. John 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 Master of Taxation in Taxation and Financial Planning with Excellence from The University of New South Wales. John is a member of CA - Chartered Accountants, CA - Financial Planning Specialist, Financial Advice Association of Australia (FAAA), Financial Planner AFP (FPA), SSA - SMSF Specialist Accreditation (SPAA) and TEP - Registered Trust and Estate Practitioner.

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

1999
Bachelor of Business (Accounting)
Queensland University of Technology (QUT)
2006
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2011
Professional Diploma in Stockbroking
DeakinPrime
2022
FINS5537 Financial Planning Advice and Ethics
Ethics - The University of New South Wales
2022
Master of Taxation in Taxation and Financial Planning with Excellence
The University of New South Wales

Registration History

Arrive Capital Pty Ltd
Mar 2021 - Present Current
Hillross Financial Services Limited
May 2011 - Mar 2021 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Mgd Wealth Ltd
Jan 2006 - Nov 2010 Ceased

Source: ASIC Financial Advisers Register