Sean Farrelly

Sean Farrelly Email and Phone Number

Financial Adviser at Lumos Advisory, Ballina NSW @ Lumos Advisory
Sean Farrelly's Location
Ballina, New South Wales, Australia, Australia
About Sean Farrelly

Sean Farrelly is a Financial Adviser at Lumos Advisory, Ballina NSW at Lumos Advisory. He possess expertise in smsf, retirement planning, investments and investment strategies, momentum trading, strategic tax planning and 19 more skills. He is proficient in Japanese.

Sean Farrelly's Current Company Details
Lumos Advisory

Lumos Advisory

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Financial Adviser at Lumos Advisory, Ballina NSW
Sean Farrelly Work Experience Details
  • Lumos Advisory
    Financial Adviser
    Lumos Advisory Mar 2024 - Present
    Ballina, New South Wales, Australia
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  • Findex
    Adviser - Financial Planning
    Findex May 2019 - Mar 2024
    Ballina
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  • Future Proof Financial Planning
    Financial Adviser & Loans Specialist
    Future Proof Financial Planning Jul 2015 - Apr 2019
    Ballina
  • Crowe Horwath
    Paraplanner
    Crowe Horwath Oct 2011 - Nov 2013
  • State Super Financial Services
    Client Service Adviser
    State Super Financial Services Aug 2008 - Oct 2011
  • Aussie Kids English School
    Owner
    Aussie Kids English School Apr 2001 - Mar 2008

Sean Farrelly Skills

Smsf Retirement Planning Investments And Investment Strategies Momentum Trading Strategic Tax Planning Insurance People Management Wealth Creation And Accumulation Para Planning Investments Pensions Investment Strategies Strategic Planning Retirement Management Asset Allocation Wealth Accumulation Wealth Income Protection Superannuation Wealth Management Finance Portfolio Management Financial Services

Sean Farrelly Education Details

  • University Of Adelaide & Super Concepts
    University Of Adelaide & Super Concepts
    Specialist Smsf Course
  • Kaplan Professional
    Kaplan Professional
    Certificate Iv In Finance And Mortgage Broking
  • Kaplan Professional
    Kaplan Professional
    Financial Planning
  • Sacred Heart College Senior
    Sacred Heart College Senior
    10-12

Frequently Asked Questions about Sean Farrelly

What company does Sean Farrelly work for?

Sean Farrelly works for Lumos Advisory

What is Sean Farrelly's role at the current company?

Sean Farrelly's current role is Financial Adviser at Lumos Advisory, Ballina NSW.

What schools did Sean Farrelly attend?

Sean Farrelly attended University Of Adelaide & Super Concepts, Kaplan Professional, Kaplan Professional, Sacred Heart College Senior.

What are some of Sean Farrelly's interests?

Sean Farrelly has interest in Surfing, Crossfit, Brazilian Jiu Jitsu, Drumming And Afl.

What skills is Sean Farrelly known for?

Sean Farrelly has skills like Smsf, Retirement Planning, Investments And Investment Strategies, Momentum Trading, Strategic Tax Planning, Insurance, People Management, Wealth Creation And Accumulation, Para Planning, Investments, Pensions, Investment Strategies.

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