Susan Joy Whitehouse – Financial Adviser

Adviser identifying number: 1249972
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016

Name of the licence holder: BUTLER PRIVATE PTY LTD
Licence number: 488244
Licensee’s ABN:
Licence controlled by: THE TRUSTEE FOR KINGSHILL INVESTMENT TRUST

The date the Financial Adviser commenced the appointment: 21/11/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BUTLER PRIVATE PTY LTD
Authorised Representative identifying number: 488244
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 (Superannuation) – ASFA Learning Services
• Bachelor of Commerce (Applied Economics and Finance) – University of Ballarat
• Diploma of Financial Services (Financial Planning) – ASFA Learning Services
• SMSF Specialisation Certificate – CPA Australia
• SMSF Specialisation Program – University of New South Wales

Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)

Susan Joy Whitehouse is authorised to provide advices on following products:

• Superannuation / Self-Managed Superannuation Fund
• Superannuation / A person’s existing holding in a superannuation product
• Class of Product Advice – Simple Managed Investment schemes
• Class of Product Advice – Life risk insurance products
• Class of Product Advice – Superannuation