Financial Adviser · DAWESVILLE, WA

Sean Sullivan

38 Years experience
Tax advice
authorised
ASIC Registered · ADV 000238668

Sean Sullivan is a financial adviser based in Dawesville, Western Australia, with 38 years of experience in the financial services industry. Sean is currently authorised under Vivid Financial Planning Pty Ltd. Sean 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 Planning from Mentor Education. Sean 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2002
Diploma of Financial Planning
University of Technology, Sydney
2016
Advanced Diploma of Financial Planning
Mentor Education
2016
Self managed Superannuation Fund Adviser (Personal Advice)
Mentor Education
2018
Accredited Aged Care Professional
Aged Care Steps

Registration History

Jun 2023 - Present Current
GOLD FINANCIAL PTY LTD
May 2010 - Jun 2023 Ceased
Gold Financial does not allow me to provide advice in specific consumer credit assistance, general insurance, credit, securities and margin lending.
SENTRY FINANCIAL PLANNING PTY LTD
Jul 2005 - May 2010 Ceased
SHACKLETON SOUTH PTY LIMITED
Nov 2003 - Jul 2005 Ceased

Source: ASIC Financial Advisers Register