Financial Adviser
· INVERELL, NSW
Suzanne Forte
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001267628
Suzanne Forte is a financial adviser based in Inverell, New South Wales, with 8 years of experience in the financial services industry. Suzanne is currently authorised under Premium Advisory Pty 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 Graduate Diploma of Financial Planning from Kaplan Professional.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Authorised to provide tax financial advice services
Qualifications and Training
2018
RG146
Kaplan Professional
2019
FNS50615 Diploma Of Financial Planning
Kaplan Professional
2019
Responsible Manager Fundamentals
Financial Education Professionals
2021
Graduate Diploma of Financial Planning
Kaplan Professional
2025
FPE020 SMSF Regulations and Taxation
Kaplan