Jacob Thomas O’Sullivan
Financial Adviser in Geelong, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001233073
- Location
- Geelong VIC 3220
- Licensee
- Viridian Advisory Pty Ltd (AFSL 476223)
- Authorised since
- 4 August 2026
- First provided advice
- 2015
- Qualifications
- Bachelor of Business (Professional Accountancy), Royal Melbourne Institute of Technology (2009); Diploma of Financial Planning, Kaplan (2015); Margin Lending, Kaplan Professional (2015); Advanced Diploma of Financial Planning, Kaplan (2016); Certified Financial Planner, Financial Planning Association of Australia (2019); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2020)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Restriction
- Excludes Self-Managed Superannuation Funds
- Tax (financial) advice
- Yes
- Register status
- Current
About Jacob Thomas O’Sullivan
On the Financial Advisers Register kept by ASIC, Jacob Thomas O’Sullivan appears as a current financial adviser in Geelong, Victoria, adviser number 001233073.
The licensee Jacob advises under is Viridian Advisory Pty Ltd (AFS licence 476223). The current authorisation started on 4 August 2026.
According to the register, Jacob first provided financial advice in 2015. The qualifications listed for Jacob include Bachelor of Business (Professional Accountancy) (Royal Melbourne Institute of Technology, 2009), Diploma of Financial Planning (Kaplan, 2015) and Margin Lending (Kaplan Professional, 2015). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
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.
The register adds a condition to this authorisation: “Excludes Self-Managed Superannuation Funds.”
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Questions people ask
Is Jacob Thomas O'Sullivan a registered financial adviser?
Yes. Jacob Thomas O'Sullivan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001233073.
Which licensee does Jacob Thomas O'Sullivan work under?
Viridian Advisory Pty Ltd, Australian financial services licence 476223.
What can Jacob Thomas O'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; government debentures, stocks and bonds; retirement savings accounts; standard margin lending. It also records this restriction: "Excludes Self-Managed Superannuation Funds."