Suzan Roiboit
Financial Adviser in Fortitude Valley, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001005254
- Location
- Fortitude Valley QLD 4006
- Licensee
- Macquarie Bank Limited (AFSL 237502); Macquarie Equities Limited (AFSL 237504)
- Authorised since
- 15 November 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Business Adminisration (Finance and Marketing majors), University of Cincinatti (1986); Master of Business Administration, Schiller International University (1989); BLW22 Taxation, Curtin University (2003); Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2007); FNS60404 Advanced Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2010); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Suzan Roiboit
Suzan Roiboit is a financial adviser in Fortitude Valley, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001005254.
Suzan provides advice as an authorised representative of Macquarie Bank Limited, which holds Australian financial services licence 237502. The register also lists Macquarie Equities Limited (licence 237504). That authorisation dates from 15 November 2019.
According to the register, Suzan first provided financial advice in 2007. The qualifications listed for Suzan include Bachelor of Business Adminisration (Finance and Marketing majors) (University of Cincinatti, 1986), Master of Business Administration (Schiller International University, 1989) and BLW22 Taxation (Curtin University, 2003).
Suzan is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Suzan Roiboit a registered financial adviser?
Yes. Suzan Roiboit is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001005254.
Which licensee does Suzan Roiboit work under?
Macquarie Bank Limited, Australian financial services licence 237502 and Macquarie Equities Limited, Australian financial services licence 237504.
What can Suzan Roiboit 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; standard margin lending.