Suzana Taylor – Financial Adviser
Adviser identifying number: 1237519
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015
Name of the licence holder: LEVEL ONE FINANCIAL PLANNING PTY LTD
Licence number: 280061
Licensee’s ABN: 68105116541
Licence controlled by: Level One Unit Trust
The date the Financial Adviser commenced the appointment: 06/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: LEVEL ONE FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 280061
Authorised Representative’s ABN: 68105116541
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:
- Associate Diploma in Business (Accounting) – TAFE NSW
- Bachelor of Commerce – University of Wollongong
- Diploma Financial Planning – International Institute of Technology
Relevant memberships of professional bodies or industry associations: CPA Australia (CPA)
Suzana Taylor 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