Data sourced from ASIC Financial Advisers Register
Financial Adviser · BLI BLI, QLD

Susan Charlotte Cavill

38 Years experience
Tax advice
authorised
Currently at
Interprac Financial Planning Pty Ltd
Melbourne, VIC
View firm profile
ASIC Registered · ADV 000450160

Susan Charlotte Cavill is a financial adviser based in Bli Bli, Queensland, with 38 years of experience in the financial services industry. Susan is currently authorised under Interprac Financial Planning Pty Ltd. Susan 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 Master of Business Administration from Bond University. Susan is a member of Association of Independently Owned Financial Professionals (AIOFP) 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

2000
Master of Business Administration
Bond University
2008
Graduate Diploma in Legal Studies
Queensland University of Technology
2013
FNS50611 Diploma of Financial Planning
International Institute of Technology
2013
FNS60410 Advanced Diploma of Financial Planning
International Institute of Technology
2013
Principles in Self Managed Superannuation Funds
International Institute of Technology
2013
RG146 Tier 1 Specialist Margin Lending Course
International Institute of Technology
2016
ALPA: Accredited Listed Product Adviser
Kaplan Professional
2018
ATL
Other - International Institute of Technology
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Limited

Registration History

Interprac Financial Planning Pty Ltd
Sep 2023 - Present Current
Interprac Financial Planning Pty Ltd
Jul 2023 - Sep 2023 Ceased
Lambert Group Management Pty Ltd
Oct 2022 - Jun 2023 Ceased
Interprac Financial Planning Pty Ltd
Dec 2021 - Oct 2022 Ceased
Shartru Wealth Management Pty Ltd
Jun 2021 - Nov 2021 Ceased
FINCHOICE PTY LTD
Aug 2019 - Jun 2021 Ceased
Self-Managed Superannuation Funds
Synchron Advice Pty Ltd
Oct 2016 - Aug 2019 Ceased
NEXTGEN FINANCIAL GROUP PTY LTD
Jul 2015 - Aug 2016 Ceased
AIW DEALER SERVICES PTY LTD
May 2014 - Jun 2015 Ceased
Count Financial Limited
Dec 2013 - Mar 2014 Ceased

Source: ASIC Financial Advisers Register