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