Suzanne Sykes Financial Planner Report

Name:
Suzanne Evelyn Sykes

Rep Number:
000263288

Status:
Current

First Advice:
1999

Disciplinary action:
No action

Most Recent Role:
2004-02-06 onwards

Licensee
Name:

Number:
000244252

ABN:
61 094 529 987

Controlled By:

Appointed By
Name:
Millennium 3 Financial Services Pty Ltd

Licence Number:
000244252

ABN:
61 094 529 987

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
Retirement Savings Account Products
All Securities
Superannuation

Qualifications
FNS5054 RTO 31518
Diploma Financial Services Finance/Mortgage Broking Mgmt
FPA
Diploma of Financial Planning
The National Finance Institute
FNS40804 Certificate IV in Financial Services ( Finance / Mortgage Broking)
Colonial Geared Investments
Margin Lending

Memberships
Association of Financial Advisers (AFA)
Credit Ombudsman Service
Mortgage & Finance Association of Australia
National Tax & Accountants Association
Tax Practitioners Board