SUZANNE JANE HADDAN

Financial Adviser ยท Macquarie Park, NSW

Registered

Registration Number

000244550

Registration Status

Registered

Location

Macquarie Park, NSW 2113

Providing Advice Since

1987

Registration Date

26/03/2015

Financial Services Licensee

BALDRY FINANCIAL SERVICES PTY LTD

Licence #000237235

๐Ÿ“š Qualifications & Training

1994 - Bachelor of Business Majoring in Accounting - Bachelor Degree (AQF 7) - University of Technology - Sydney
1996 - Personal Financial Planning and Superannuation - Other - CPA Australia Limited
1997 - Certified Practicing Accountants Program - Other - CPA Australia Limited
1997 - Fellow of Certified Practicing Accountant - - CPA Australia
1998 - CPA Public Practioner - - CPA Australia
1998 - Certified Financial Planner - - Financial Planning Association of Australia
1999 - Financial Planning Specialist - - CPA Australia
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.