Susan Amelia Vincent – Financial Adviser

Adviser identifying number: 1000771
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: GOLDSBOROUGH FINANCIAL SERVICES PTY LTD
Licence number: 225330
Licensee’s ABN: 89064640142
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/04/2003
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: GOLDSBOROUGH FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 225330
Authorised Representative’s ABN: 89064640142

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Address:
Contact phone number:
Working hours:

Relevant qualifications and training:

  • ASFA/Macquarie University – Certificate of Superannuation Management
  • Bachelor of Business (Financial Planning) – RMIT
  • Dipoloma of Financial Plannig – FPA/Deakin University

Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)

Susan Amelia Vincent is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Government Debentures, Stocks or Bonds
  • Life Products / Investment Life Insurance Products
  • Life Products / Life Risk Insurance Products
  • Managed Investment Schemes / Managed Investment Schemes, excluding IDPS
  • Retirement Savings Account Products
  • Securities
  • Superannuation
  • Margin Lending Facility / Standard Margin Lending Facility