Financial Adviser
· TOOWOOMBA, QLD
Todd O'sullivan
No disciplinary history on record with ASIC
10
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001242097
Todd O'sullivan is a financial adviser based in Toowoomba, Queensland, with 10 years of experience in the financial services industry. Todd is currently authorised under Count Financial Limited. Todd 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 Commerce (Accounting) from University of Southern Queensland. Todd is a member of CPA Australia (CPA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce (Accounting)
University of Southern Queensland
2008
Certified Practicing Accountants (CPA) Australia Program
CPA Australia
2015
Diploma of Financial Planning
International Institute of Technology
2017
Chartered Accountant (CA)
Chartered Accountants Australia & New Zealand (CA ANZ)
2022
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education