Patrick Sullivan
Financial Adviser
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About
Patrick Sullivan is an ASIC-registered financial adviser based in West Perth, WA, dedicated to helping clients achieve their financial goals with clarity and confidence. Patrick's commitment to excellence is underpinned by his Industry Standard Education from Kaplan Professional (2005) and ongoing professional development, including FPC002B Ethics and Professionalism in Financial Advice (2021). As a member of the Financial Advice Association of Australia (FAAA), Patrick adheres to the highest ethical and professional standards. Patrick is authorised to provide advice on a comprehensive range of financial products, ensuring tailored solutions for every client. This includes superannuation, insurance, wealth management, and retirement planning. He is also qualified to advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice to grow your retirement savings • Comprehensive insurance solutions to protect what matters most • Strategic wealth management for long-term financial security • Retirement planning to ensure a comfortable and fulfilling future • Investment advice across a range of securities and government debt securities Ready to take control of your financial future? Contact Patrick Sullivan today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Patrick Sullivan offer?
Patrick Sullivan provides advice on a wide range of financial products and strategies, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Patrick Sullivan's qualifications and professional memberships?
Patrick holds an Industry Standard Education from Kaplan Professional (2005) and completed FPC002B Ethics and Professionalism in Financial Advice (2021). He is also a member of the Financial Advice Association of Australia (FAAA).
How can Patrick Sullivan help me with my retirement planning?
Patrick can help you develop a comprehensive retirement plan tailored to your individual needs and goals, including strategies for maximising your superannuation, managing your investments, and ensuring a comfortable retirement income.
What can I expect during a consultation with Patrick Sullivan?
During your initial consultation, Patrick will take the time to understand your financial situation, goals, and risk tolerance. He will then develop a personalised financial plan that addresses your specific needs and helps you achieve your objectives.
How does Patrick Sullivan stay up-to-date with changes in the financial industry?
Patrick is committed to ongoing professional development and stays informed about the latest industry trends, regulations, and investment strategies through continuing education and membership in professional organisations like the FAAA.
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