SULLIVAN, PETER MARTIN

Address: Eastwood, NSW 2122, Australia

SULLIVAN, PETER MARTIN (Licence# 000483393) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 3, 2016.

Service Overview

Register Name AFS Licence
Licence Name SULLIVAN, PETER MARTIN
Licence Number 000483393
Licence ABN 90298068641
Issue Date 2016-05-03
Locality EASTWOOD
State NSW
Postcode 2122
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • superannuation limited to:
      • self-managed superannuation fund;
    • a person s existing holding in a superannuation product but only to the extent required for:
      • making a recommendation that the person establish a self-managed superannuation fund; and
      • providing advice to the person on contributions or pensions under a superannuation product;
  • provide class of financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • general insurance products;
    • life products limited to:
      • life risk insurance products;
    • simple managed investment schemes;
    • securities; and
    • superannuation; and
  • deal in a financial product by:
    • arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund; and
    • arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
      • superannuation limited to:
        • self-managed superannuation fund;
to retail and wholesale clients.

Financial advisers

Adviser Number Adviser Name Status Start Date
001260191 PETER MARTIN SULLIVAN Ceased 2016-05-06

Office Location

Locality EASTWOOD
State NSW
Postcode 2122
Country Australia

Financial services with the same postcode

Service Name Issue Date Locality
OP SMSF SERVICES PTY LTD 2017-03-31 Eastwood, NSW 2122, Australia
SUPA ADVISORY PTY LIMITED 2017-02-13 Marsfield, NSW 2122, Australia
ASAP FINANCE SOLUTIONS PTY. LTD. 2016-10-11 Eastwood, NSW 2122, Australia
VL TAX & ACCOUNTING PTY LTD 2016-09-06 Eastwood, NSW 2122, Australia
ZENITH SOLUTIONS PTY LTD 2016-07-15 Eastwood, NSW 2122, Australia
WEALTHSTREAM FINANCIAL GROUP PTY LTD 2011-11-02 Eastwood, NSW 2122, Australia

Financial services with the same locality

Service Name Issue Date Locality
OP SMSF SERVICES PTY LTD 2017-03-31 Eastwood, NSW 2122, Australia
PRIMASSURE (AUSTRALIA) PTY. LTD. 2016-12-02 Eastwood, SA 5063, Australia
ASAP FINANCE SOLUTIONS PTY. LTD. 2016-10-11 Eastwood, NSW 2122, Australia
VL TAX & ACCOUNTING PTY LTD 2016-09-06 Eastwood, NSW 2122, Australia
ZENITH SOLUTIONS PTY LTD 2016-07-15 Eastwood, NSW 2122, Australia
HAYES, PETER KENWICK 2016-06-06 Eastwood, SA 5063, Australia
WEALTH ON TRACK PTY LTD 2014-10-31 Eastwood, SA 5063, Australia
THE MILLS ADMINISTRATION PTY LTD 2013-03-19 Eastwood, SA 5063, Australia
WEALTHSTREAM FINANCIAL GROUP PTY LTD 2011-11-02 Eastwood, NSW 2122, Australia
ACCORD FINANCIAL SOLUTIONS PTY LTD 2008-05-07 Eastwood, SA 5063, Australia

Competitor

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Postal Code 2122

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Dataset Information

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

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services 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.