Jonathan O’Sullivan
Financial Adviser in West Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001248480
- Location
- West Perth WA 6005
- Licensee
- TWD Licensee Services Pty Ltd (AFSL 475964)
- Authorised since
- 27 November 2023
- First provided advice
- 2016
- Qualifications
- Bachelor of Arts (Economics and Geography), Ireland (2016); Diploma of Financial Planning, Kaplan Professional (2016); Higher Diploma in Accounting and Corporate Finance, Ireland (2016); Securities and Managed Investments, Kaplan Professional (2016); Economic and Legal Context for Financial Planning, Kaplan Professional (2024); Taxation for Financial Planning, Kaplan Professional (2024); Graduate Diploma of Financial Planning, Kaplan Professional (2025); SMSF Regulations and Taxation, Kaplan Professional (2025)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Jonathan O’Sullivan
Jonathan O’Sullivan is a financial adviser in West Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 001248480.
Jonathan provides advice as an authorised representative of TWD Licensee Services Pty Ltd, which holds Australian financial services licence 475964. That authorisation dates from 27 November 2023.
The register records 2016 as the year Jonathan first provided financial advice. The qualifications listed for Jonathan include Bachelor of Arts (Economics and Geography) (Ireland, 2016), Diploma of Financial Planning (Kaplan Professional, 2016) and Higher Diploma in Accounting and Corporate Finance (Ireland, 2016). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Jonathan is authorised to advise 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.
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Questions people ask
Is Jonathan O'Sullivan a registered financial adviser?
Yes. Jonathan O'Sullivan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001248480.
Which licensee does Jonathan O'Sullivan work under?
TWD Licensee Services Pty Ltd, Australian financial services licence 475964.
What can Jonathan 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.