Suzanne Jane Haddan
Financial Adviser in Macquarie Park, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000244550
- Location
- Macquarie Park NSW 2113
- Licensee
- Baldry Financial Services Pty Ltd (AFSL 237235)
- Authorised since
- 26 March 2015
- First provided advice
- 1987
- Qualifications
- Bachelor of Business Majoring in Accounting, Sydney (1994); Personal Financial Planning and Superannuation, CPA Australia Limited (1996); Certified Practicing Accountants Program, CPA Australia Limited (1997); Fellow of Certified Practicing Accountant, CPA Australia (1997); CPA Public Practioner, CPA Australia (1998); Certified Financial Planner, Financial Planning Association of Australia (1998); Financial Planning Specialist, CPA Australia (1999); Ethics and Professionalism in Financial Advice, Kaplan Professional (2024)
- Memberships
- CPA Australia (CPA); Financial Advice Association of Australia (FAAA)
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Suzanne Jane Haddan
On the Financial Advisers Register kept by ASIC, Suzanne Jane Haddan appears as a current financial adviser in Macquarie Park, New South Wales, adviser number 000244550.
Suzanne provides advice as an authorised representative of Baldry Financial Services Pty Ltd, which holds Australian financial services licence 237235. That authorisation dates from 26 March 2015.
The register records 1987 as the year Suzanne first provided financial advice. The qualifications listed for Suzanne include Bachelor of Business Majoring in Accounting (Sydney, 1994), Personal Financial Planning and Superannuation (CPA Australia Limited, 1996) and Certified Practicing Accountants Program (CPA Australia Limited, 1997). Professional memberships recorded: CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Suzanne is authorised to advise 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.
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Questions people ask
Is Suzanne Jane Haddan a registered financial adviser?
Yes. Suzanne Jane Haddan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000244550.
Which licensee does Suzanne Jane Haddan work under?
Baldry Financial Services Pty Ltd, Australian financial services licence 237235.
What can Suzanne Jane Haddan 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; standard margin lending.