Financial Adviser · ORANGE, NSW

Susanne Bestwick

33 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000250326

Susanne Bestwick is a financial adviser based in Orange, New South Wales, with 33 years of experience in the financial services industry. Susanne is currently authorised under Charter Financial Planning Limited. Susanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Susanne holds a FPC001B Economic & Legal Context for Financial Planning from Regulation & Legal Obligations - Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2022

FPC001B Economic & Legal Context for Financial Planning

Regulation & Legal Obligations - Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Dec 2011 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2004 - Dec 2011 Ceased

Source: ASIC Financial Advisers Register