Financial Adviser
· ESSENDON, VIC
Susan Di Pietro
No disciplinary history on record with ASIC
ESSENDON,
VIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000240423
About Susan Di Pietro
Susan Di Pietro is a financial adviser based in Essendon, Victoria, with 30 years of experience in the financial services industry since 1996. Susan works at Count Financial, which is licensed through Count Financial Limited. 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 Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2002
Diploma Financial Planning (DFP1-8)
Financial Planning Association of Australia (FPA)
2005
ASX Responsible Executive Exam
Tribeca
2011
DPML Margin Lending
Pinnacle Financial Services Academy
Registration History
Superannuation - All excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register