Suzanne Haddan Financial Planner Report

Name:
Suzanne Jane Haddan

Rep Number:
000244550

Status:
Current

First Advice:
1987

Disciplinary action:
No action

Most Recent Role:
2015-03-26 onwards

Licensee
Name:

Number:
000237235

ABN:
20 080 173 655

Controlled By:

Appointed By
Name:
Baldry Financial Services Pty Ltd

Licence Number:
000237235

ABN:
20 080 173 655

May advise on following product areas:
Non-basic Deposit Products
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Standard Margin Lending Facility
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Sydney
Bachelor of Business Majoring in Accounting - University of Technology
CPA Australia
CPA Public Practioner
Financial Planning Association of Australia
Certified Financial Planner
CPA Australia
Fellow of Certified Practicing Accountant
CPA Australia
Financial Planning Specialist

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)