PATRICK ANTHONY SULLIVAN


Licensee: BELLWETHER FINANCIAL GROUP PTY LTD

PATRICK ANTHONY SULLIVAN (Adviser# 000293647) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is July 1, 2016.

Adviser Overview

Register Name Financial Advisers
Adviser Name PATRICK ANTHONY SULLIVAN
Adviser Number 000293647
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1983
Financial Service (AFS) Licence Licence# 000479993
BELLWETHER FINANCIAL GROUP PTY LTD
Adviser Start Date 2016-07-01
Appointing Representative Name BELLWETHER FINANCIAL GROUP PTY LTD
Appointing Representative Number 000479993
Memberships Association of Financial Advisers (AFA)

Authorisations to provide financial product advice

  • PATRICK ANTHONY SULLIVAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Margin Lending Accreditations Program Financial Essentials
PS146 Compliance Program Securities Institute
Policy Statement 146 Knowledge Assessment Tribeca
Risk Management & Insurance Planning Financial Planning Association
Superannuation & Retirement Planning Integratec

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000479993 BELLWETHER FINANCIAL GROUP PTY LTD 2016-07-01 - BELLWETHER FINANCIAL GROUP PTY LTD
000236523 INFOCUS SECURITIES AUSTRALIA PTY LTD
Licence controlled by: STEINHARDT HOLDINGS PTY LTD
Further restrictions: Excludes SMSF
2005-11-28 - 2016-06-13 INFOCUS SECURITIES AUSTRALIA PTY LTD

Licensee Information

Licence Name BELLWETHER FINANCIAL GROUP PTY LTD
Licence Number 000479993

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.