Todd O’Sullivan
Financial Adviser in Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001242097
- Location
- Toowoomba QLD 4350
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 19 May 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce (Accounting), University of Southern Queensland (2001); Certified Practicing Accountants (CPA) Australia Program, CPA Australia (2008); Diploma of Financial Planning, International Institute of Technology (2015); Chartered Accountant (CA), Chartered Accountants Australia & New Zealand (CA ANZ) (2017); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2022)
- Memberships
- CPA Australia (CPA)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Todd O’Sullivan
Todd O’Sullivan is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Toowoomba, Queensland (adviser number 001242097).
Advice is given under the Australian financial services licence of Count Financial Limited, licence number 227232. The current authorisation started on 19 May 2016.
According to the register, Todd first provided financial advice in 2016. The qualifications listed for Todd include Bachelor of Commerce (Accounting) (University of Southern Queensland, 2001), Certified Practicing Accountants (CPA) Australia Program (CPA Australia, 2008) and Diploma of Financial Planning (International Institute of Technology, 2015). Todd is recorded as a member of CPA Australia (CPA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, 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 Todd O'Sullivan a registered financial adviser?
Yes. Todd O'Sullivan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001242097.
Which licensee does Todd O'Sullivan work under?
Count Financial Limited, Australian financial services licence 227232.
What can Todd 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.