Financial Adviser · SURFERS PARADISE, QLD

Susan Howard

20 Years experience
Tax advice
authorised
ASIC Registered · ADV 000407792

Susan Howard is a financial adviser based in Surfers Paradise, Queensland, with 20 years of experience in the financial services industry. Susan is currently authorised under Alliance Wealth 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Susan is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.

Authorised to provide tax financial advice services

Qualifications and Training

1988
Advanced Certificate in Commerce
TAFE NSW
2007
Diploma of Financial Services (Financial Planning)
MLC ThreeSixty (RTO)
2008
Advanced Diploma of Financial Services (Financial Planning)
MLC ThreeSixty (RTO)
2013
Graduate Diploma of Financial Planning
Kaplan Higher Education
2025
Commercial Law Course
Kaplan Professional
2025
Tax for Financial Advising
Kaplan Professional

Registration History

Sep 2025 - Present Current
Not authorised to provide advice on Self-Managed Super Funds, except for life insurance, contribution advice for an existing SMSF.
Mar 2022 - Aug 2025 Ceased
Mar 2021 - Feb 2022 Ceased
Sep 2017 - Mar 2021 Ceased
A.C.N. 140 520 225 PTY LTD
Dec 2016 - Aug 2017 Ceased
QINVEST LIMITED
Apr 2016 - Dec 2016 Ceased
Oct 2012 - Apr 2016 Ceased
GPL (VIC) PTY LTD
May 2006 - Oct 2012 Ceased

Source: ASIC Financial Advisers Register