Andrew David Sullivan – Financial Adviser
Adviser identifying number: 1253412
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2017
Name of the licence holder: GEERSSULLIVAN SMSF ADVISORY PTY LTD
Licence number: 488745
Licensee’s ABN:
Licence controlled by: GEERSSULLIVAN PTY LTD [Date Ceased: 16/06/2017]
The date the Financial Adviser commenced the appointment: 30/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GEERSSULLIVAN PTY LTD
Authorised Representative identifying number: 1253563
Authorised Representative’s ABN: 11051395503
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 – Curtin University
- RG146 Deposit Products and Non-Cash Payment Facilities – Financial Education Professionals
- RG146 Life Insurance – Financial Education Professionals
- RG146 SMSF – Financial Education Professionals
- RG146 Superannuation – Financial Education Professionals
Relevant memberships of professional bodies or industry associations:
- CPA Australia (CPA)
- Chartered Accountants Australia and New Zealand (CA)
Andrew David Sullivan is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Superannuation / A person’s existing holding in a superannuation product
- Class of Product Advice – Life risk insurance products
- Class of Product Advice – Superannuation