Financial Adviser · SYDNEY, NSW

Suzanne Johnston

SYDNEY, NSW
11 Years experience
Tax advice
authorised
ASIC Registered · ADV 000473164
Currently at
Sydney, NSW (firm address)

Suzanne Johnston is a financial adviser based in Sydney, New South Wales, with 11 years of experience in the financial services industry since 2015. Suzanne is currently authorised under Sentinel Wealth Management. Suzanne holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Suzanne's qualifications include a Certified Financial Planner from Financial Advice Association Australia (FAAA). Suzanne is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

1996
Bachelor of Commerce
Macquarie University
2013
Advanced Diploma of Financial Planning
Mentor Group
2014
Cert. of Margin Lending & Cert. of SMSF
Kaplan
2017
Certified Financial Planner
Financial Advice Association Australia (FAAA)
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Nov 2023 - Present Current
Mar 2016 - Nov 2023 Ceased
WLM FINANCIAL SERVICES PTY LIMITED
Nov 2015 - Mar 2016 Ceased
Feb 2015 - May 2015 Ceased

Source: ASIC Financial Advisers Register