Suzana Taylor Financial Planner Report

Name:
Suzana Taylor

Rep Number:
001237519

Status:
Current

First Advice:
2015

Disciplinary action:
No action

Most Recent Role:
2016-10-06 onwards

Location:
Wollongong, , NSW, 0

Licensee
Name:

Number:
000280061

ABN:
68 105 116 541

Controlled By:

Appointed By
Name:
Level One Financial Planning Pty Ltd

Licence Number:
000280061

ABN:
68 105 116 541

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
Securities
Superannuation

Qualifications
TAFE NSW
Associate Diploma in Business (Accounting)
University of Wollongong
Bachelor of Commerce
International Institute of Technology
Diploma Financial Planning

Memberships
CPA Australia (CPA)