Financial Adviser
· WEST MELBOURNE, VIC
Susan Louise O'neill
No disciplinary history on record with ASIC
1
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001306545
Susan Louise O'neill is a financial adviser based in West Melbourne, Victoria, with 1 year 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 Bachelor of Arts (International Studies) from University of South Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2003
Bachelor of Arts (International Studies)
University of South Australia
2017
Diploma of Financial Planning
AAMC Training Group
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education