John Sullivan Financial Planner Report

Name:
John William Sullivan

Rep Number:
000301995

Status:
Current

First Advice:
2006

Disciplinary action:
No action

Most Recent Role:
2016-06-01 onwards

Location:
Drummoyne, , NSW, 0

Licensee
Name:

Number:
000234459

ABN:
26 098 725 145

Controlled By:

Appointed By
Name:
Australian Unity Personal Financial Services Ltd

Licence Number:
000234459

ABN:
26 098 725 145

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Kaplan
ASX Accredited Listed Products Adviser
NSW Institute of Technology
Bachelor of Business
FINSIA
Diploma of Financial Services (Financial Planning)
Tribeca
SMSF Specialist Pathway Program

Memberships
Institute of Public Accountants (IPA)