SUZANA TAYLOR (Adviser# 001237519) 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 October 6, 2016.
| Register Name | Financial Advisers |
| Adviser Name | SUZANA TAYLOR |
| Adviser Number | 001237519 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2015 |
| Financial Service (AFS) Licence |
Licence# 000280061 LEVEL ONE FINANCIAL PLANNING PTY LTD |
| Licence ABN | 68105116541 |
| Licence Controlled By | Level One Unit Trust |
| Adviser Start Date | 2016-10-06 |
| Appointing Representative Name | LEVEL ONE FINANCIAL PLANNING PTY LTD |
| Appointing Representative Number | 000280061 |
| Appointing Representative ABN | 68105116541 |
| Memberships | CPA Australia (CPA) |
|
| Qualification / Degree | Institute / School |
|---|---|
| Associate Diploma in Business (Accounting) | TAFE NSW |
| Bachelor of Commerce | University of Wollongong |
| Diploma Financial Planning | International Institute of Technology |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000280061 |
LEVEL ONE FINANCIAL PLANNING PTY LTD
Licence controlled by: Level One Unit Trust |
2016-10-06 - | LEVEL ONE FINANCIAL PLANNING PTY LTD |
| 000227232 |
COUNT FINANCIAL LIMITED
Licence controlled by: COMMONWEALTH BANK OF AUSTRALIA Further restrictions: Not authorised to provide personal advice on SMSF, Standard Margin Lending |
2015-11-27 - 2016-10-07 | COUNT FINANCIAL LIMITED |
| Licence Name | LEVEL ONE FINANCIAL PLANNING PTY LTD |
| Licence Number | 000280061 |
| Licence ABN | 68105116541 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DANAE LEE LACEY | Level One Financial Planning Pty Ltd | Current | 2012-05-16 |
| JOANNE DOUGLAS | Level One Financial Planning Pty Ltd | Current | 2005-01-01 |
| DOUGLAS PAUL TARRANT | Level One Financial Planning Pty Ltd | Current | 2005-01-01 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| DANAE LEE LACEY | Level One Financial Planning Pty Ltd | Current | 2012-05-16 |
| JOANNE DOUGLAS | Level One Financial Planning Pty Ltd | Current | 2005-01-01 |
| DOUGLAS PAUL TARRANT | Level One Financial Planning Pty Ltd | Current | 2005-01-01 |
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| 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.