Financial Adviser
· SOUTHPORT, QLD
Terence Michael O'sullivan
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318488
Terence Michael O'sullivan is a financial adviser based in Southport, Queensland, with 28 years of experience in the financial services industry. Terence is currently authorised under Lifespan Financial Planning Pty Ltd. Terence 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. Terence 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
1983
Bachelor of Commerce (Accounting)
University of Auckland
1996
Master of Business Administration
Macquarie University
2009
Advanced Diploma of Financial Planning
Mentor Education
2009
Diploma of Financial Services (Financial Planning)
Kaplan
2010
Margin Lending and Geared Investments
Kaplan
2010
Self Managed Superannuation Funds
Kaplan
2018
Certified Financial Planner
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register