John O'Sullivan
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
John O'Sullivan is an ASIC-registered financial adviser based in North Sydney, NSW, dedicated to helping individuals and families achieve their financial goals. With an Advanced Diploma of Financial Planning from MLC ThreeSixty and the esteemed Fellow Chartered Financial Practitioner (FChFP) designation from the Association of Financial Advisers (AFA), John brings a wealth of knowledge and experience to his clients. As a member of the Financial Advice Association of Australia (FAAA), John adheres to the highest ethical and professional standards. He is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, and retirement planning. John specialises in Investment Life Insurance, Life Risk Insurance, and Retirement Savings Accounts, ensuring his clients have access to the best possible solutions for their unique circumstances. Key services include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Life risk insurance John is committed to building long-term relationships with his clients, providing personalized advice and ongoing support to help them navigate the complexities of the financial landscape. Ready to take control of your financial future? Contact John today for a consultation.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does John O'Sullivan offer?
John O'Sullivan specialises in superannuation advice, insurance solutions, retirement planning, investment strategies, and life risk insurance. He can help you create a comprehensive financial plan to achieve your goals.
What are John O'Sullivan's qualifications and experience?
John holds an Advanced Diploma of Financial Planning and is a Fellow Chartered Financial Practitioner (FChFP). He is also a member of the Financial Advice Association of Australia (FAAA) and has been providing financial advice since 2004.
What can I expect during my first meeting with John?
During your initial consultation, John will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.
How does John stay up-to-date with the latest financial regulations and industry trends?
As a member of the FAAA and through ongoing professional development, John is committed to staying informed about the latest changes in the financial landscape. This ensures he can provide his clients with the most relevant and effective advice.
Is John O'Sullivan a fiduciary?
As an ASIC-registered financial advisor, John is committed to acting in your best interests and providing advice that is suitable for your needs and circumstances.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.