Financial Adviser
· WEST PERTH, WA
Patrick Anthony Sullivan
No disciplinary history on record with ASIC
43
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000293647
Patrick Anthony Sullivan is a financial adviser based in West Perth, Western Australia, with 43 years of experience in the financial services industry. Patrick is currently authorised under Inspired Financial Group Pty Ltd. Patrick 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 Industry Standard Education. Patrick 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
Authorised to provide tax financial advice services
Qualifications and Training
2005
Industry Standard Education
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Excludes SMSF
Source: ASIC Financial Advisers Register