Financial Adviser
· MACQUARIE PARK, NSW
Suzanne Jane Haddan
No disciplinary history on record with ASIC
39
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000244550
Suzanne Jane Haddan is a financial adviser based in Macquarie Park, New South Wales, with 39 years of experience in the financial services industry. Suzanne is currently authorised under Baldry Financial Services 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 Certified Financial Planner from Financial Planning Association of Australia. Suzanne is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1994
Bachelor of Business Majoring in Accounting
University of Technology - Sydney
1996
Personal Financial Planning and Superannuation
CPA Australia Limited
1997
Certified Practicing Accountants Program
CPA Australia Limited
1997
Fellow of Certified Practicing Accountant
CPA Australia
1998
CPA Public Practioner
CPA Australia
1998
Certified Financial Planner
Financial Planning Association of Australia
1999
Financial Planning Specialist
CPA Australia
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional