Financial Adviser · WEST END, QLD

Susan Jane Impey

WEST END, QLD

22 Years experience

Tax advice
authorised

ASIC Registered · ADV 000330367

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Susan Jane Impey

Susan Jane Impey is a financial adviser based in West End, Queensland, with 22 years of experience in the financial services industry since 2004. Susan is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Susan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Susan's qualifications include a Bachelor of Business (Management) from University of Queensland.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2003

Bachelor of Business (Management)

University of Queensland

2003

Bachelor of Commerce

University of Queensland

2008

Diploma of Financial Services (Financial Planning)

Australian and New Zealand Institute of Insurance and Finance

2025

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Sep 2026 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Snelleman Tom Financial Services Pty. Ltd.

Nov 2024 - Aug 2026 Ceased

Millennium 3 Financial Services Pty Ltd

May 2017 - Nov 2024 Ceased

Government Debentures, Stock or Bonds: class of product only. Securities: class of product only. Managed Investments: within Superannuation only - IDPS excluded. Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register