Data sourced from ASIC Financial Advisers Register
Financial Adviser · TOOWONG, QLD

Renee Sullivan

8 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001236052

Renee Sullivan is a financial adviser based in Toowong, Queensland, with 8 years of experience in the financial services industry. Renee is currently authorised under Akumin Financial Planning Pty Limited. Renee 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 Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2017
Certificate IV in Accounting
Applied Education (Education IT Solutions Pty Ltd)
2017
Certificate IV in Bookkeeping
Applied Education (Education IT Solutions Pty Ltd)
2018
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jul 2018 - Present Current
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