Susan Maree Enston – Financial Adviser
Adviser identifying number: 247617
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2004
Name of the licence holder: PRIVATE WEALTH PTY LTD
Licence number: 320404
Licensee’s ABN:
Licence controlled by:
The date the Financial Adviser commenced the appointment: 14/01/2014
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: PRIVATE WEALTH PTY LTD
Authorised Representative identifying number: 000320404
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:
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Relevant qualifications and training:
- Advanced Responsible Manager Training – Licensee Select
- Certificate IV in Finance and Mortgage Broking – Kaplan Professional Education
- Certified Financial Planner (CFP) – Financial Planning Association of Australia
- Diploma of Financial Planning (DipFP) – Financial Planning Association of Australia
- Responsible Manager Masterclass – Kaplan Professional Education
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Susan Maree Enston 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