Financial Adviser · GEELONG, VIC

Jacob Thomas O'sullivan

GEELONG, VIC

11 Years experience

Tax advice
authorised

ASIC Registered · ADV 001233073

Currently at

Viridian Financial Group

Melbourne, VIC (firm address)

View firm profile

About Jacob Thomas O'sullivan

Jacob Thomas O'sullivan is a financial adviser based in Geelong, Victoria, with 11 years of experience in the financial services industry since 2015. Jacob is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Jacob holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Jacob's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Jacob 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

Restrictions: Excludes Self-Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2009

Bachelor of Business (Professional Accountancy)

Royal Melbourne Institute of Technology

2015

Diploma of Financial Planning

Kaplan

2015

Margin Lending

Kaplan Professional

2016

Advanced Diploma of Financial Planning

Kaplan

2019

Certified Financial Planner

Financial Planning Association of Australia

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Higher Education

Registration History

Viridian Advisory Pty Ltd

Aug 2026 - Present Current

Excludes Self-Managed Superannuation Funds

E.f.d.b. Pty Limited

Jul 2022 - Jul 2026 Ceased

Grimsey Wealth Pty Ltd

Jul 2021 - Jul 2022 Ceased

Excludes Self-Managed Superannuation Funds

Elect Wealth Management Pty Ltd

Feb 2018 - Apr 2021 Ceased

GPL (VIC) PTY LTD

Jul 2015 - Feb 2018 Ceased

Source: ASIC Financial Advisers Register