Financial Adviser
· PORT MACQUARIE, NSW
Suzanne Mary Barnaby
No disciplinary history on record with ASIC
33
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004887
Suzanne Mary Barnaby is a financial adviser based in Port Macquarie, New South Wales, with 33 years of experience in the financial services industry. Suzanne is currently authorised under Morgans Financial Limited. 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 Bachelor of Business from Queensland Univeristy of Technology.
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
1992
Bachelor of Business
Queensland Univeristy of Technology
1997
Graduate Diploma in Applied Finance and Investment
Securities Institute of Australia
2016
Advanced Diploma of Financial Planning
KAPLAN Professional
2016
Tax Agent
Tax Practitioners Board
2021
Aged Care Specialist
FPA
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending
Not permitted SMSF
Source: ASIC Financial Advisers Register