Suzanne Therese Poulton – Financial Adviser

Adviser identifying number: 442789
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2015

Name of the licence holder: CORE VALUE FA PTY LTD
Licence number: 480387
Licensee’s ABN:
Licence controlled by:

The date the Financial Adviser commenced the appointment: 27/03/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CORE VALUE FA PTY LTD
Authorised Representative identifying number: 480387
Authorised Representative’s ABN:

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 – Financial Planning – Kaplan Professional Education
• Diploma Of Financial Services (Financial Planning) – Kaplan Professional Education
• Taxation Planning – Integratec

Relevant memberships of professional bodies or industry associations: Tax (Financial) Adviser

Suzanne Therese Poulton 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
• Superannuation