SUSANNE NICOLE MARRO (Adviser# 001266078) 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 July 18, 2018.
| Register Name | Financial Advisers |
| Adviser Name | SUSANNE NICOLE MARRO |
| Adviser Number | 001266078 |
| Adviser Role | Financial Adviser |
| Adviser Role Status | Current |
| Adviser First Advice Year | 2018 |
| Financial Service (AFS) Licence |
Licence# 000278937 THE ADVICE EXCHANGE PTY LTD |
| Licence ABN | 55107629194 |
| Licence Controlled By | ADVICE EXCHANGE SOLUTIONS PTY LTD |
| Adviser Start Date | 2018-07-18 |
| Appointing Representative Name | THE ADVICE EXCHANGE PTY LTD |
| Appointing Representative Number | 000278937 |
| Appointing Representative ABN | 55107629194 |
| Memberships | Financial Planning Association of Australia (FPA) |
| Further Restrictions | Authorisation includes the ability to provide advice on self-managed superannuation funds and excludes the ability to provide advice on margin lending and credit services. |
|
| Qualification / Degree | Institute / School |
|---|---|
| Advanced Certificate in Accounting | Swinburne University of Technology |
| Advanced Diploma of Financial Planning | Kaplan Professional Education |
| Bachelor of Business | Swinburne University of Technology |
| Certificate IV in Business (Estate Agency Practice) | Royal Melbourne Institute of Technology |
| Self-Managed Superannuation Fund Accreditation | Kaplan Professional Education |
| Licence Number | Licence Name | Adviser Date | Appointing Representative |
|---|---|---|---|
| 000278937 |
THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD Further restrictions: Authorisation includes the ability to provide advice on self-managed superannuation funds and excludes the ability to provide advice on margin lending and credit services. |
2018-07-18 - | THE ADVICE EXCHANGE PTY LTD |
| Licence Name | THE ADVICE EXCHANGE PTY LTD |
| Licence Number | 000278937 |
| Licence ABN | 55107629194 |
| Adviser Name | Licensee | Status | Start Date |
|---|---|---|---|
| ANJANEYA REDDY BASUPALLI | The Advice Exchange Pty Ltd | Current | 2018-08-31 |
| BACH PHAM | The Advice Exchange Pty Ltd | Current | 2018-07-30 |
| LACHLAN JAMES ANDERSON | The Advice Exchange Pty Ltd | Current | 2018-07-23 |
| BELINDA LEE PAYNE | The Advice Exchange Pty Ltd | Current | 2018-07-09 |
| BENJAMIN JAMES AYRIS | The Advice Exchange Pty Ltd | Current | 2018-06-29 |
| PAUL FRANCIS MCSHANE | The Advice Exchange Pty Ltd | Current | 2018-06-01 |
| SEAN MORDAUNT | The Advice Exchange Pty Ltd | Current | 2018-04-10 |
| ANTHONY GETSON | The Advice Exchange Pty Ltd | Ceased | 2017-12-02 |
| ADRIAN JOHN CASSIDY | The Advice Exchange Pty Ltd | Ceased | 2017-12-02 |
| GUY CHARLES ADAMSON | The Advice Exchange Pty Ltd | Current | 2017-12-01 |
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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.