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Sean Sullivan

Care Adviser

Silver
37 Yrs Experience
Dawesville, WA 6211

My financial Advice process is an opportunity for a detailed and comprehensive discussion about whats important to you and your family.

Together lets work out your goals and what is important about money for you and what is your main priorities.

From that, we can prioritize the most important goals and whats needed to achieve them.

Using goals based framework to determine which goals to fund and how to fund them can lead to an increase in wealth

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Set fee $330 per scope of work and annual review. $150 hour

At a glance

  • Adviser status Silver
  • First year providing advice 1988
  • Years of experience 37
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Care Adviser

8 Dalwallinu Terrace
Dawesville, WA 6211

Opening hours

  • 8:00am – 5:00pm Monday – Thursday

Licensed by

Vivid Financial Planning Pty Ltd

AFSL 478937