Financial Adviser
· DULWICH, SA
Susan Ly
No disciplinary history on record with ASIC
DULWICH,
SA
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000320746
Susan Ly is a financial adviser based in Dulwich, South Australia, with 19 years of experience in the financial services industry since 2007. Susan is currently authorised under Hood Sweeney Securities. Susan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Susan's qualifications include a CFP Certification Program from Financial Planning Association of Australia. Susan 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Economics
University of Adelaide
2004
Bachelor of Finance
University of Adelaide
2005
Certificate 4 in Financial Services
Association of Superannuation Funds of Australia
2008
Graduate Certificate of Financial Planning
Financial Services Institute of Australia
2011
Margin Lending and Geared Investments
Kaplan Professional
2013
CFP Certification Program
Financial Planning Association of Australia
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register