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John Francis Sullivan

Name
John Francis Sullivan
ID
287768
ABN
–
First Provided Advice
2005

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 1999 - Bachelor of Business (Accounting) - - Queensland University of Technology (QUT)
  • 2006 - Diploma of Financial Services (Financial Planning) - - Mentor Education Pty Ltd
  • 2011 - Professional Diploma in Stockbroking - - DeakinPrime
  • 2022 - FINS5537 Financial Planning Advice and Ethics - Bridging Course - Ethics - The University of New South Wales
  • 2022 - Master of Taxation in Taxation and Financial Planning with Excellence - Masters Degree (AQF 9) - The University of New South Wales

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • CA - Chartered Accountants
  • CA - Financial Planning Specialist
  • Financial Advice Association of Australia (FAAA)
  • Financial Planner AFP (FPA)
  • SSA - SMSF Specialist Accreditation (SPAA)
  • TEP - Registered Trust and Estate Practitioner

Licencee

Status
Ceased
Licence Holder
Hillross Financial Services Limited (#232705)
Commenced
May 16, 2011
Ceased
March 24, 2021
Status
Current
Licence Holder
Arrive Capital Pty ltd (#525758)
Commenced
March 24, 2021

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Mgd Wealth Ltd (#222600)
Commenced
Jan. 1, 2006
Ceased
Nov. 30, 2010