Financial Adviser
· FORTITUDE VALLEY, QLD
Suzan Roiboit
No disciplinary history on record with ASIC
FORTITUDE VALLEY,
QLD
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005254
About Suzan Roiboit
Suzan Roiboit is a financial adviser based in Fortitude Valley, Queensland, with 19 years of experience in the financial services industry since 2007. Suzan works at MacQuarie Bank, which is licensed through MacQuarie Bank Limited. Suzan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Suzan's qualifications include a Master of Business Administration from Schiller International University.
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
1986
Bachelor of Business Adminisration (Finance and Marketing majors)
University of Cincinatti
1989
Master of Business Administration
Schiller International University
2003
BLW22 Taxation
Curtin University
2007
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2010
FNS60404 Advanced Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register