SUSAN REYNOLDS

Licensee: ACUMEN FINANCIAL PTY. LTD.

SUSAN REYNOLDS (Adviser# 001000070) 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 December 15, 2005.

Adviser Overview

Register Name Financial Advisers
Adviser Name SUSAN REYNOLDS
Adviser Number 001000070
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2005
Financial Service (AFS) Licence Licence# 000295696
ACUMEN FINANCIAL PTY. LTD.
Licence ABN 44116392913
Adviser Start Date 2005-12-15
Appointing Representative Name ACUMEN FINANCIAL PTY. LTD.
Appointing Representative Number 000295696
Appointing Representative ABN 44116392913
Memberships Financial Planning Association of Australia (FPA)

Authorisations to provide financial product advice

  • SUSAN REYNOLDS
  • ·
  • 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
Bachelor of Business (Accounting) Monash University
CFP Education Program Financial Planning Association
Certified Practising Accountant CPA Australia
Diploma of Financial Planning Financial Planning Association

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000295696 ACUMEN FINANCIAL PTY. LTD. 2005-12-15 - ACUMEN FINANCIAL PTY. LTD.

Licensee Information

Licence Name ACUMEN FINANCIAL PTY. LTD.
Licence Number 000295696
Licence ABN 44116392913

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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.