Susan Dunne – Financial Adviser

Adviser identifying number: 1004307
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2007

Name of the licence holder: CIP LICENSING LIMITED
Licence number: 471728
Licensee’s ABN:
Licence controlled by: CIPL (HOLDING) LIMITED

The date the Financial Adviser commenced the appointment: 08/07/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CIP LICENSING LIMITED
Authorised Representative identifying number: 000471728
Authorised Representative’s ABN:

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:

• Advanced Diploma of Financial Services (Financial Planning)FNS60404 – Mentor Education
• Diploma of Financial Services (Financial Planning) FNS50804 – Mentor Education
• Margin Lending and Geared Investments – Kaplan Professional

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

Susan Dunne 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, including IDPS
• Retirement Savings Account Products
• Securities
• Superannuation
• Margin Lending Facility / Standard Margin Lending Facility