Financial Adviser
· CAMDEN PARK, SA
Adam Sullivan
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001263487
Adam Sullivan is a financial adviser based in Camden Park, South Australia, with 8 years of experience in the financial services industry. Adam is currently authorised under Bfs Group (SA) Pty Ltd. Adam 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 from Flinders University.
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
2009
Bachelor of Commerce
Flinders University
2014
Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2017
Advanced Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2022
SMSF Regulations and Taxation
Kaplan Professional
2025
Commercial Law
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional
Registration History
Excluding Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register