SUSAN ELIZABETH BAXTER

Licensee: BUTLER & BUTLER INVESTMENT SERVICES PTY. LTD.

SUSAN ELIZABETH BAXTER (Adviser# 000322237) 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 February 15, 2008.

Adviser Overview

Register Name Financial Advisers
Adviser Name SUSAN ELIZABETH BAXTER
Adviser Number 000322237
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2008
Financial Service (AFS) Licence Licence# 000229464
BUTLER & BUTLER INVESTMENT SERVICES PTY. LTD.
Licence ABN 92053326944
Adviser Start Date 2008-02-15
Appointing Representative Name BUTLER & BUTLER INVESTMENT SERVICES PTY. LTD.
Appointing Representative Number 000229464
Appointing Representative ABN 92053326944
Memberships Chartered Accountants Australia and New Zealand (CA)
Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SUSAN ELIZABETH BAXTER
  • ·
  • 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
  • ·
  • Miscellaneous Financial MDA Services

Qualifications and training history

Qualification / Degree Institute / School
Bachelor of Business (Accounting) Victoria University
Certified Financial Planner FPSB & FPA
Chartered Accountant The Institute of Chartered Accountants in Australia
Diploma of Financial Services (Financial Planning) Mentor Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000229464 BUTLER & BUTLER INVESTMENT SERVICES PTY. LTD. 2008-02-15 - BUTLER & BUTLER INVESTMENT SERVICES PTY. LTD.

Licensee Information

Licence Name BUTLER & BUTLER INVESTMENT SERVICES PTY. LTD.
Licence Number 000229464
Licence ABN 92053326944

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER RICHARD THIELE Butler & Butler Investment Services Pty. Ltd. Current 2006-11-20
BRADLEY MARK BUTLER Butler & Butler Investment Services Pty. Ltd. Current 2003-08-30

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
PETER RICHARD THIELE Butler & Butler Investment Services Pty. Ltd. Current 2006-11-20
BRADLEY MARK BUTLER Butler & Butler Investment Services Pty. Ltd. Current 2003-08-30

Competitor

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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.