Data sourced from ASIC Financial Advisers Register
Financial Adviser · OSBORNE PARK, WA

Ryan Matthew Sullivan

8 Years experience
Tax advice
authorised
Currently at
Charter Financial Planning Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 001270566

Ryan Matthew Sullivan is a financial adviser based in Osborne Park, Western Australia, with 8 years of experience in the financial services industry. Ryan is currently authorised under Charter Financial Planning Limited. Ryan 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 Master of Financial Planning from Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2018
Advanced Diploma of Financial Planning
Mentor Education Pty Ltd
2018
Diploma of Financial Planning
Mentor Education Pty Ltd
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2021
Master of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Aug 2020 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Sentry Advice Pty Ltd
Apr 2020 - Jul 2020 Ceased
Synchron Advice Pty Ltd
Sep 2019 - Apr 2020 Ceased
Charter Financial Planning Limited
Dec 2018 - Sep 2019 Ceased
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register