Financial Adviser
· DRUMMOYNE, NSW
Suzanne Warren
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000280302
Suzanne Warren is a financial adviser based in Drummoyne, New South Wales, with 15 years of experience in the financial services industry. Suzanne is currently authorised under Gps Wealth Ltd. Suzanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Diploma of Financial Services (Financial Planning) from Traineeship Management Australia Pty Ltd.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Certificate IV in Financial Services (Finance / Mortgage Broking)
Archer College
2011
Diploma of Financial Services (Financial Planning)
Traineeship Management Australia Pty Ltd
2013
Apply Taxation Requirements when providing tax (Financial) advice services
TAFE NSW
2013
Self-Managed Super Funds
Integrity Education Group
2016
Apply Legal Principles in Commercial Law when providing tax (Financial) advice services
TAFE NSW
Registration History
Securities - Class of product only; Government Debentures, Stocks or Bonds - Class of product only.
Source: ASIC Financial Advisers Register