Susan Stephens Financial Planner Report

Name:
Susan Stephens

Rep Number:
001005809

Status:
Current

First Advice:
2008

Disciplinary action:
No action

Most Recent Role:
2011-08-01 onwards

Licensee
Name:

Number:
000238430

ABN:
86 003 742 756

Controlled By:

Appointed By
Name:
State Super Financial Services Australia Limited

Licence Number:
000238430

ABN:
86 003 742 756

May advise on following product areas:
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, excluding IDPS
Securities
Superannuation

Qualifications
Sydney University
Bachelor of Science
Financial Planning Association (FPA)
Certified Financial Planner (CFP)
Sydney University
Diploma in Education
Securities Institute
Graduate Diploma of Financial Planning

Memberships
Financial Planning Association of Australia (FPA)