SUSAN ELIZABETH BAXTER
Financial Adviser · Victor Harbor, SA
📚 Qualifications & Training
1996 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - Victoria University
1998 - Chartered Accountant - Professional Designations - The Institute of Chartered Accountants in Australia
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Mentor Education
2013 - Certified Financial Planner - Professional Designations - FPSB & FPA
2014 - CTA1 Foundations of the Chartered Tax Adviser Program - Certificate (AQF 1-4) - The Tax Institute
2014 - • CTA1 Foundations of the Chartered Tax Adviser Program - - The Tax Institute
2025 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
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.