Terence O'Sullivan
Financial Adviser
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About
Terence O'Sullivan is an ASIC-registered financial adviser based in Southport, QLD, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a solid academic foundation including a Bachelor of Commerce (Accounting) from the University of Auckland and a Master of Business Administration from Macquarie University, Terence combines his extensive education with practical financial planning expertise gained over many years. Terence holds an Advanced Diploma of Financial Planning and a Diploma of Financial Services (Financial Planning), along with specialist certifications in Margin Lending, Geared Investments, and Self-Managed Superannuation Funds. As a Certified Financial Planner (CFP) and a member of the Financial Advice Association of Australia (FAAA), Terence adheres to the highest ethical and professional standards, ensuring his clients receive trustworthy and reliable advice. Authorised to provide advice on a broad range of financial products, Terence can assist with superannuation, insurance, wealth management, and retirement planning. He is also qualified to provide advice on investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Terence is passionate about empowering his clients to make informed decisions and build a secure financial future. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Strategies Ready to take control of your financial future? Contact Terence today for a consultation and discover how personalised financial advice can make a difference.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Terence O'Sullivan offer?
Terence O'Sullivan provides comprehensive financial advice encompassing superannuation, retirement planning, wealth management, and insurance solutions. He also offers specialised advice on investment strategies and self-managed superannuation funds.
What qualifications does Terence O'Sullivan hold?
Terence O'Sullivan holds a Bachelor of Commerce (Accounting), a Master of Business Administration, an Advanced Diploma of Financial Planning, and is a Certified Financial Planner (CFP). He also holds specialist certifications in margin lending, geared investments and SMSFs.
What is the process for becoming a client of Terence O'Sullivan?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Following this, Terence will develop a tailored financial plan to help you achieve your objectives. Regular reviews and ongoing support are provided to ensure your plan remains aligned with your needs.
What can I expect from working with Terence O'Sullivan as my financial advisor?
You can expect personalised advice, clear communication, and a commitment to helping you achieve your financial goals. Terence prioritises building long-term relationships with his clients, providing ongoing support and guidance every step of the way.
How does Terence O'Sullivan stay up-to-date with the latest financial regulations and industry best practices?
Terence is committed to ongoing professional development and regularly participates in industry training and educational programs. As a member of the Financial Advice Association of Australia (FAAA) and a CFP, he adheres to strict ethical and professional standards, ensuring he remains informed about the latest developments in the financial industry.
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