SUZANNE WARREN
Financial Adviser · North Parramatta, NSW
📚 Qualifications & Training
2008 - Certificate IV in Financial Services (Finance / Mortgage Broking) - - Archer College
2011 - Diploma of Financial Services (Financial Planning) - - Traineeship Management Australia Pty Ltd
2013 - Apply Taxation Requirements when providing tax (Financial) advice services - - TAFE NSW
2013 - Self-Managed Super Funds - - Integrity Education Group
2016 - Apply Legal Principles in Commercial Law when providing tax (Financial) advice services - - TAFE NSW
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.