Timothy Patrick Sullivan – Financial Adviser

Adviser identifying number: 410914
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: GWM ADVISER SERVICES LIMITED
Licence number: 230692
Licensee’s ABN: 96002071749
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 05/09/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GWM ADVISER SERVICES LIMITED
Authorised Representative identifying number: 230692
Authorised Representative’s ABN: 96002071749

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 Degree – Economics – The Univeristy of Sydney
  • Diploma – Financial Planning – Financial Planning Association of Australia
  • Graduate Diploma – Applied Finance – Financial Services Institute of Australia

Relevant memberships of professional bodies or industry associations:

  • Australian Institute of Company Directors (AICD)
  • Financial Planning Association of Australia (FPA)
  • Financial Services Institute of Australasia (FINSIA)
  • SMSF Association

Timothy Patrick Sullivan is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Deposit & Payment Products – Non-Cash Deposit Products
  • Derivatives
  • 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