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