SUSAN CLARKE

Financial Adviser · Lutwyche, QLD

Registered

Registration Number

001007756

Registration Status

Registered

Location

Lutwyche, QLD 4030

Providing Advice Since

2014

Registration Date

07/10/2020

Financial Services Licensee

KDM FINANCIAL AND ESTATE PLANNING PTY LTD

Licence #000516642

📚 Qualifications & Training

2003 - Diploma of Financial Services (General Insurance) - - Australian & New Zealand Institute of Insurance & Finance
2014 - Diploma Life Insurance - - Australian & New Zealand Institute of Insurance & Finance
2023 - Bachelor of Business (Insurance/Financial Planning) - Bachelor Degree (AQF 7) - Charles Sturt University
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

🏢 Professional Memberships

Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Financial Advice Association of Australia (FAAA)

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.