Mark Sullivan – Financial Adviser

Adviser identifying number: 1003094
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: SHADFORTH FINANCIAL GROUP LIMITED
Licence number: 318613
Licensee’s ABN: 27127508472
Licence controlled by: IOOF HOLDINGS LTD

The date the Financial Adviser commenced the appointment: 01/07/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SHADFORTH FINANCIAL GROUP LIMITED
Authorised Representative identifying number: 318613
Authorised Representative’s ABN: 27127508472

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 (Honours) – Deakin University
• Certified Financial Planner – Financial Planning Association of Australia (FPA)
• Graduate Diploma of Financial Planning – Financial Services Institute of Australasia (FINSIA)
• Margin Lending – MLC
• Master of Professional Ethics – University of New South Wales

Relevant memberships of professional bodies or industry associations:

• Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
• Financial Planning Association of Australia (FPA)

Mark Sullivan is authorised to provide advices on following products:

• Deposit and Payment Products / Non-basic Deposit Products
• Government Debentures, Stocks or Bonds
• Life Products / Investment Life Insurance Products
• Life Products / Life Risk Insurance Products
• Managed Investment Schemes / Managed Investment Schemes, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility