Clare Elizabeth Sullivan
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004751
- Location
- Toowoomba QLD 4350
- Licensee
- Miq Private Wealth Pty Ltd (AFSL 504773)
- Authorised since
- 1 July 2019
- First provided advice
- 2004
- Qualifications
- Diploma of Financial Services (Financial Planning), Tribeca Learning (Aust) Pty Limited (2005); Advanced Diploma of Financial Services (Financial Planning), Kaplan Education Pty Limited (2009); Margin Lending and Geared Investments, Kaplan Education Pty Limited (2011); Self Managed Superannuation Funds, Kaplan Education Pty Limited (2012); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020); Tax for Financial Advising, Kaplan Education Pty Ltd (2024); Commercial Law, Kaplan Education Pty Ltd (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts, standard margin lending, derivatives
- Restriction
- Excludes Advanced Derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Clare Elizabeth Sullivan
Clare Elizabeth Sullivan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowoomba, Queensland (adviser number 001004751).
The licensee Clare advises under is Miq Private Wealth Pty Ltd (AFS licence 504773). That authorisation dates from 1 July 2019.
The register records 2004 as the year Clare first provided financial advice. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Tribeca Learning (Aust) Pty Limited, 2005), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Limited, 2009) and Margin Lending and Geared Investments (Kaplan Education Pty Limited, 2011).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Excludes Advanced Derivatives.”
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Questions people ask
Is Clare Elizabeth Sullivan a registered financial adviser?
Yes. Clare Elizabeth Sullivan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004751.
Which licensee does Clare Elizabeth Sullivan work under?
Miq Private Wealth Pty Ltd, Australian financial services licence 504773.
What can Clare Elizabeth Sullivan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; retirement savings accounts; standard margin lending; derivatives. It also records this restriction: "Excludes Advanced Derivatives."