SUZANNE MARY BARNABY
Financial Adviser · Port Macquarie, NSW
📚 Qualifications & Training
1992 - Bachelor of Business - - Queensland Univeristy of Technology
1997 - Graduate Diploma in Applied Finance and Investment - Graduate Diploma (AQF 8) - Securities Institute of Australia
2016 - Advanced Diploma of Financial Planning - - KAPLAN Professional
2016 - Tax Agent - - Tax Practitioners Board
2021 - Aged Care Specialist - Other - FPA
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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.