SUSAN MAREE ENSTON


Licensee: PRIVATE WEALTH PTY LTD

SUSAN MAREE ENSTON (Adviser# 000247617) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is January 14, 2014.

Adviser Overview

Register Name Financial Advisers
Adviser Name SUSAN MAREE ENSTON
Adviser Number 000247617
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2004
Financial Service (AFS) Licence Licence# 000320404
PRIVATE WEALTH PTY LTD
Adviser Start Date 2014-01-14
Appointing Representative Name PRIVATE WEALTH PTY LTD
Appointing Representative Number 000320404
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SUSAN MAREE ENSTON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
Advanced Responsible Manager Training Licensee Select
Certificate IV in Finance and Mortgage Broking Kaplan Professional Education
Certified Financial Planner (CFP) Financial Planning Association of Australia
Diploma of Financial Planning (DipFP) Financial Planning Association of Australia
Responsible Manager Masterclass Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000320404 PRIVATE WEALTH PTY LTD 2014-01-14 - PRIVATE WEALTH PTY LTD
000246638 INTERPRAC FINANCIAL PLANNING PTY LTD
Licence controlled by: INTERPRAC LTD. ~ INTERPRAC PTY LTD [Date Ceased: 15/12/2017] ~ SEQUOIA FINANCIAL GROUP LTD
2012-01-20 - 2013-11-12 SUSAN MAREE ENSTON
000232705 HILLROSS FINANCIAL SERVICES LIMITED
Licence controlled by: AMP ADVICE HOLDINGS PTY LTD ~ AMP LIMITED [Date Ceased: 27/02/2016]
2004-01-01 - 2010-08-20 SUSAN MAREE ENSTON

Licensee Information

Licence Name PRIVATE WEALTH PTY LTD
Licence Number 000320404

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.