SUZANNE THERESE POULTON
Financial Adviser · Bundall, QLD
📚 Qualifications & Training
2003 - Taxation Planning - Other - Integratec
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional Education
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional Education
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - Commercial Law - Other - Kaplan Professional Education
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.