Terence Michael O’Sullivan
Financial Adviser in Southport, Queensland, Australia
Review Terence Michael 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 number000318488
- Location
- Southport QLD 4215
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 20 June 2025
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce (Accounting), University of Auckland (1983); Master of Business Administration, Macquarie University (1996); Advanced Diploma of Financial Planning, Mentor Education (2009); Diploma of Financial Services (Financial Planning), Kaplan (2009); Margin Lending and Geared Investments, Kaplan (2010); Self Managed Superannuation Funds, Kaplan (2010); Certified Financial Planner, Financial Planning Association of Australia (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (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
- Tax (financial) advice
- Yes
- Register status
- Current
About Terence Michael O’Sullivan
Terence Michael O’Sullivan is a financial adviser in Southport, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000318488.
The licensee Terence advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 20 June 2025.
According to the register, Terence first provided financial advice in 1998. The qualifications listed for Terence include Bachelor of Commerce (Accounting) (University of Auckland, 1983), Master of Business Administration (Macquarie University, 1996) and Advanced Diploma of Financial Planning (Mentor Education, 2009). Terence is recorded as a member of 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.
Reviews
Nobody has reviewed Terence Michael O’Sullivan here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Terence Michael O'Sullivan a registered financial adviser?
Yes. Terence Michael O'Sullivan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318488.
Which licensee does Terence Michael O'Sullivan work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Terence Michael 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.