Financial Adviser
· TOOWOOMBA, QLD
Clare Elizabeth Sullivan
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004751
Clare Elizabeth Sullivan is a financial adviser based in Toowoomba, Queensland, with 22 years of experience in the financial services industry. Clare is currently authorised under Miq Private Wealth Pty Ltd. Clare 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan Education Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Margin Lending
Restrictions: Excludes Advanced Derivatives
Authorised to provide tax financial advice services
Qualifications and Training
2005
Diploma of Financial Services (Financial Planning)
Tribeca Learning (Aust) Pty Limited
2009
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2011
Margin Lending and Geared Investments
Kaplan Education Pty Limited
2012
Self Managed Superannuation Funds
Kaplan Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2024
Tax for Financial Advising
Kaplan Education Pty Ltd
2025
Commercial Law
Kaplan Education Pty Ltd