HomeFinancial AdvisersSusan Lepidi – Financial Adviser

Susan Lepidi – Financial Adviser

Adviser identifying number: 286625
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011

Name of the licence holder: GWM ADVISER SERVICES LIMITED
Licence number: 230692
Licensee’s ABN: 96002071749
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED

The date the Financial Adviser commenced the appointment: 01/07/2016
The date the Financial Adviser ceased the appointment: 19/07/2016
Name of the Authorised Representative: GWM ADVISER SERVICES LIMITED
Authorised Representative identifying number: 000230692
Authorised Representative’s ABN: 96002071749

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:

You might be interested in:

>>>Why You Don’t Need to Hire a Financial Adviser?

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Relevant qualifications and training:

  • DFS FNS50504 – Kaplan
  • Diploma of Financial Services ( Financial Planning) – Mentor Education

Relevant memberships of professional bodies or industry associations:

  • CIO #409609
  • MFAA #12626

Susan Lepidi is authorised to provide advices on following products:

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