Suzanne Jane Haddan – Financial Adviser

Adviser identifying number: 244550
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1987

Name of the licence holder: BALDRY FINANCIAL SERVICES PTY LTD
Licence number: 237235
Licensee’s ABN: 20080173655
Licence controlled by: SUZANNE HADDAN

The date the Financial Adviser commenced the appointment: 26/03/2015
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: BALDRY FINANCIAL SERVICES PTY LTD
Authorised Representative identifying number: 000237235
Authorised Representative’s ABN: 20080173655

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:

• Bachelor of Business Majoring in Accounting – University of Technology – Sydney
• CPA Public Practioner – CPA Australia
• Certified Financial Planner – Financial Planning Association of Australia
• Fellow of Certified Practicing Accountant – CPA Australia
• Financial Planning Specialist – CPA Australia

Relevant memberships of professional bodies or industry associations:

• CPA Australia (CPA)
• Financial Planning Association of Australia (FPA)

Suzanne Jane Haddan 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