Erin O’Sullivan
Financial Adviser in Brisbane City, Queensland, Australia
Review Erin O’Sullivan
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000323358
- Location
- Brisbane City QLD 4000
- Licensee
- Bridges Financial Services Pty Limited (AFSL 240837)
- Authorised since
- 11 January 2021
- First provided advice
- 2008
- Qualifications
- Bachelor of Business (Management), Queensland University of Technology (2005); Diploma of Financial Services (Financial Planning) FNS50804, ThreeSixty (Division of GWM Adviser Services Limited) (2008); FNS60410 Advanced Diploma of Financial Planning, Kaplan Education Pty Ltd (2014); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Ltd (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts
- Restriction
- Superannuation - All excludes Self Managed Superannuation Funds. Securities: advice is limited to approved model portfolios only.
- Tax (financial) advice
- Yes
- Register status
- Current
About Erin O’Sullivan
On the Financial Advisers Register kept by ASIC, Erin O’Sullivan appears as a current financial adviser in Brisbane City, Queensland, adviser number 000323358.
Erin provides advice as an authorised representative of Bridges Financial Services Pty Limited, which holds Australian financial services licence 240837. The current authorisation started on 11 January 2021.
The register records 2008 as the year Erin first provided financial advice. Qualifications and training on file include Bachelor of Business (Management) (Queensland University of Technology, 2005), Diploma of Financial Services (Financial Planning) FNS50804 (ThreeSixty (Division of GWM Adviser Services Limited), 2008) and FNS60410 Advanced Diploma of Financial Planning (Kaplan Education Pty Ltd, 2014).
Erin is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Superannuation – All excludes Self Managed Superannuation Funds. Securities: advice is limited to approved model portfolios only.”
Reviews
Nobody has reviewed Erin O’Sullivan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Erin O'Sullivan a registered financial adviser?
Yes. Erin O'Sullivan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323358.
Which licensee does Erin O'Sullivan work under?
Bridges Financial Services Pty Limited, Australian financial services licence 240837.
What can Erin O'Sullivan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts. It also records this restriction: "Superannuation - All excludes Self Managed Superannuation Funds. Securities: advice is limited to approved model portfolios only."