Our Team
Mace O'Sullivan - Managing Director/Financial Planner
Mace has over a decade of experience in the financial planning industry with experience in top-tier financial planning firms advising clients at various stages of life. He also has a diverse background having worked in various capacities including strategy design, technical research and analysis roles. Through this experience, Mace has developed a thorough understanding of all aspects of financial planning, encompassing cash flow management, debt, wealth accumulation, investments, superannuation, retirement planning, estate and taxation planning and personal insurance.
Qualifications and certifications
Mace holds the following qualifications:
Master of Financial Planning degree graduating with a GPA of 6.67.
Bachelor of Commerce degree with majors in both Financial Planning and Accounting. In this degree Mace received the Bachelors Medal for Commerce on graduation for achieving the highest overall result in his graduating year (a GPA of 6.86).
Commissioner for Declarations since 2013.
Mace has also completed specialist study in the field of Self-Managed Super Funds.
Professional memberships
Mace is a member of the Financial Planning Association of Australia Ltd and an AFP® Practitioner.
Amanda O'Sullivan - Client Services MAnager
After 10 years of experience managing mid-sized dynamic teams in the retail sector, Amanda joined the financial services industry in 2017. With a wealth of experience in assisting customers with their inquiries, Amanda manages our client services division and works with clients on a day to day basis to help implement their strategies and answer any queries.
Qualifications and Certifications
Amanda currently holds a Diploma of Financial Planning and a Diploma of Business Administration.
David Ormsby - Client Services officer/Financial strategist
After completing relevant study, David joined the financial services industry in 2021 and now assists in the formulation of financial plans as well as helping clients to implement and administer their financial strategies on an ongoing basis. Having 3 years of experience in the Events Industry, David previously had the opportunity to assist clients in setting up large corporate events and exhibitions which serves him well in providing quality service to the clients of O’Sullivan Financial.
Qualifications and Certifications
David currently holds a Bachelor of Commerce degree with majors in both Financial Planning and Finance along with a minor in Taxation. David is currently undertaking study for a Master of Financial Planning qualification.
Erin fischer - Client Services officer/Financial strategist
Over the past 6 years, Erin has had experience in the retail and ADF logistics sectors including managing teams. Erin joined the financial services industry in 2022 and assists in the implementation and administration of client strategies. Having a range of experience from helping customers in the retail sector to providing on-going support to ADF personnel has shaped Erin to provide exceptional customer service.
Qualifications and Certifications
Erin currently holds a Bachelor of Business degree majoring in Economics and a Bachelor of Engineering degree. Erin is currently completing a Graduate Diploma in Financial Planning.
Bill O'Sullivan - Senior Relationship Manager
With experience in the financial services industry spanning back to 1989, Bill has seen plenty of things come and go. After retiring from planning in 2008, Bill has rejoined in the industry in a relationship management role with O'Sullivan Financial. This involves assisting new clients to understand our firm and how we operate as well as liaising with our professional partners.
Bill is also a member of our investment committee.
Qualifications and Certifications
Bill currently holds a Bachelor of Commerce degree and is a Commissioner for Declarations.
Disclaimer
Support staff are not authorised to provide advice under JEMM Wealth Advisers Pty Ltd’s Australian Financial Services Licence.