Suzanne Johnston – Financial Adviser

Adviser identifying number: 473164
Status: Ceased
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: WLM FINANCIAL SERVICES PTY LIMITED
Licence number: 232512
Licensee’s ABN: 82079145298
Licence controlled by:

The date the Financial Adviser commenced the appointment: 01/11/2015
The date the Financial Adviser ceased the appointment: 18/03/2016
Name of the Authorised Representative: WLM FINANCIAL SERVICES PTY LIMITED
Authorised Representative identifying number: 000232512
Authorised Representative’s ABN: 82079145298

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:

  • Advanced Diploma of Financial Planning – Mentor Education Group
  • Bachelor of Commerce – Macquarie University
  • Cert IV Finance & Mortgage Broking – AAMC Training Group
  • Cert. of Margin Lending & Cert. of SMSF – Kaplan
  • Diploma of Financial Service (Fin.Panning) – Kaplan Professional

Relevant memberships of professional bodies or industry associations:

  • Financial Planning Association of Australia (FPA)
  • Tax Practitioners Board (Tax Financial Adviser)

Suzanne Johnston is authorised to provide advices on following products: