Daniel William Sullivan – Financial Adviser

Adviser identifying number: 1232891
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: WEALTHSURE FINANCIAL SERVICES PTY LTD
Licence number: 326450
Licensee’s ABN: 59130288578
Licence controlled by: SENTRY GROUP PTY LTD

The date the Financial Adviser commenced the appointment: 26/06/2015
The date the Financial Adviser ceased the appointment: 09/03/2016
Name of the Authorised Representative: FORSYTHES FINANCIAL ADVISORS PTY LIMITED
Authorised Representative identifying number: 001232862
Authorised Representative’s ABN: 12604114392

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

• Bachelor of Commerce – University of Newcastle
• Diploma of Financial Planning – AAMC
• Graduate Diploma of Applied Finance – Kapan
• Graduate Diploma of Chartered Accouning – The Institute of Chartered Accountants in Australia
• Tax (Financial) Adviser Registration Certificate – Tax Practitioner Board

Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)

Daniel William Sullivan is authorised to provide advices on following products: