Susanne Bestwick
Financial Adviser in Orange, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250326
- Location
- Orange NSW 2800
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 1 December 2011
- First provided advice
- 1993
- Qualifications
- FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2022)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, derivatives
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Susanne Bestwick
Susanne Bestwick is a financial adviser in Orange, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000250326.
Susanne provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. That authorisation dates from 1 December 2011.
According to the register, Susanne first provided financial advice in 1993. Qualifications and training on file include FPC001B Economic & Legal Context for Financial Planning (Kaplan Higher Education Pty Limited, 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Susanne Bestwick a registered financial adviser?
Yes. Susanne Bestwick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250326.
Which licensee does Susanne Bestwick work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Susanne Bestwick give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; derivatives. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."