SUZANNE ELIZABETH MCINTOSH
Financial Adviser Β· Fyshwick, ACT
π Qualifications & Training
1992 - Bachelor of Arts in Accountancy - Bachelor Degree (AQF 7) - University of South Australia
1994 - Chartered Accountants Program - Professional Designations - Chartered Accountants Australia + New Zealand
2002 - Diploma of Financial Planning - - Count Wealth Accountants
2019 - SMSF Specialist Advisor Accreditation - Professional Designations - SMSF Association
2021 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
π’ Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
βΉοΈ 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.