Suzanne Nicole Packer
Financial Adviser in Mount Gambier, South Australia, Australia
Review Suzanne Nicole Packer
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000383986
- Location
- Mount Gambier SA 5290
- Licensee
- Oreana Financial Services Pty Ltd (AFSL 482234)
- Authorised since
- 17 March 2021
- First provided advice
- 2010
- Qualifications
- Diploma of Financial Services (Financial Planning), Kaplan Higher Education Pty Limited (2008); Graduate Diploma of Applied Finance (Financial Planning), Kaplan Higher Education Pty Limited (2010); Margin Lending and Geared Investments, Kaplan (2011); Master of Financial Planning, Kaplan Higher Education Pty Limited (2016); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2020)
- Memberships
- 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, derivatives, foreign exchange contracts
- Tax (financial) advice
- Yes
- Register status
- Current
About Suzanne Nicole Packer
Suzanne Nicole Packer is a financial adviser in Mount Gambier, South Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000383986.
Suzanne provides advice as an authorised representative of Oreana Financial Services Pty Ltd, which holds Australian financial services licence 482234. That authorisation dates from 17 March 2021.
According to the register, Suzanne first provided financial advice in 2010. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Kaplan Higher Education Pty Limited, 2008), Graduate Diploma of Applied Finance (Financial Planning) (Kaplan Higher Education Pty Limited, 2010) and Margin Lending and Geared Investments (Kaplan, 2011). Professional memberships recorded: 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 11 product areas in total. The register also shows that tax (financial) advice services can be provided.
Reviews
Nobody has reviewed Suzanne Nicole Packer here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Suzanne Nicole Packer a registered financial adviser?
Yes. Suzanne Nicole Packer is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000383986.
Which licensee does Suzanne Nicole Packer work under?
Oreana Financial Services Pty Ltd, Australian financial services licence 482234.
What can Suzanne Nicole Packer 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; derivatives; foreign exchange contracts.