Financial Adviser
· NOTTING HILL, VIC
Suzanne Therese Poulton
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000442789
Suzanne Therese Poulton is a financial adviser based in Notting Hill, Victoria, with 11 years of experience in the financial services industry. Suzanne is currently authorised under Consultum Financial Advisers Pty Ltd. Suzanne 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 Pty Limited.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Taxation Planning
Integratec
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2012
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2020
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
Commercial Law
Kaplan Professional Education
Registration History
Not authorised to provide advice for Self-Managed Super Funds.
MAGNITUDE GROUP PTY LTD
Excluding Self Managed Superannuation Funds
APOGEE FINANCIAL PLANNING PTY LTD
Source: ASIC Financial Advisers Register