Sean Michael Farrelly
Financial Adviser in Ballina, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001234268
- Location
- Ballina NSW 2478
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 25 May 2024
- First provided advice
- 2015
- Qualifications
- Diploma in Financial Sersvices (Financial Planning), Kaplan Professional (2008); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2011); Margin Lending, Kaplan Professional (2016); Specialist SMSF Course, SuperConcepts & University of Adelaide (2024); Graduate Diploma of Financial Planning, Kaplan Higher Education (2025)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sean Michael Farrelly
Sean Michael Farrelly is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ballina, New South Wales (adviser number 001234268).
Advice is given under the Australian financial services licence of Alliance Wealth Pty Ltd, licence number 449221. That authorisation dates from 25 May 2024.
The register records 2015 as the year Sean first provided financial advice. Qualifications and training on file include Diploma in Financial Sersvices (Financial Planning) (Kaplan Professional, 2008), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2011) and Margin Lending (Kaplan Professional, 2016).
Sean is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sean Michael Farrelly a registered financial adviser?
Yes. Sean Michael Farrelly is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001234268.
Which licensee does Sean Michael Farrelly work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Sean Michael Farrelly give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.