Financial Adviser · GREENSBOROUGH, VIC

Susan Elizabeth Cooper

15 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000405515

Susan Elizabeth Cooper is a financial adviser based in Greensborough, Victoria, with 15 years of experience in the financial services industry. Susan is currently authorised under Lifespan Financial Planning 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 Master of Business Administration (Technology Management) from Deakin University & APESMA. Susan is a member of Financial Advice Association of Australia (FAAA) and Financial Planning Association (FPA) - Certified Financial Planner.

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds(SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1990

Bachelor of Engineering (Electrical)

University of Melbourne

2000

Master of Business Administration (Technology Management)

Deakin University & APESMA

2011

Diploma of Financial Services (Financial Planning)

Kaplan Professional

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2024

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd

Nov 2024 - Present Current

The adviser is restricted from providing personal advice on Self Managed Super Funds(SMSF)

Interprac Financial Planning Pty Ltd

Dec 2018 - Nov 2024 Ceased

Financial Wisdom Limited

May 2011 - Oct 2018 Ceased

Not authorised to provide personal advice on Standard Margin Lending; SMSF.

Source: ASIC Financial Advisers Register