Financial Adviser
· LUTWYCHE, QLD
Susan Clarke
No disciplinary history on record with ASIC
12
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001007756
Susan Clarke is a financial adviser based in Lutwyche, Queensland, with 12 years of experience in the financial services industry. Susan is currently authorised under Momentum Advice 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 Bachelor of Business (Insurance/Financial Planning) from Charles Sturt University. Susan is a member of Australian and New Zealand Institute of Insurance and Finance (ANZIIF) 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
2003
Diploma of Financial Services (General Insurance)
Australian & New Zealand Institute of Insurance & Finance
2014
Diploma Life Insurance
Australian & New Zealand Institute of Insurance & Finance
2023
Bachelor of Business (Insurance/Financial Planning)
Charles Sturt University
2025
Graduate Diploma of Financial Planning
Kaplan