Susan Paterson Financial Planner Report

Name:
Susan Catherine Paterson

Rep Number:
000235139

Status:
Current

First Advice:
2003

Disciplinary action:
No action

Most Recent Role:
2016-05-16 onwards

Location:
Loganholme, Brisbane, QLD, 4129

Licensee
Name:

Number:
000449221

ABN:
93 161 647 007

Controlled By:

Appointed By
Name:
Big Financial Services Pty Ltd

Licence Number:
000328693

ABN:
96 131 377 752

May advise on following product areas:
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Superannuation

Qualifications
Kaplan Professional
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education
Diploma of Financial Services (Financial Planning)
Mentor Education
Fellow Chartered Financial Practioner

Memberships
Association of Financial Advisers (AFA)
Million Dollar Round Table (USA)