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  3. Susan Charlotte Cavill

Susan Charlotte Cavill

Name
Susan Charlotte Cavill
ID
450160
ABN
35227243149
First Provided Advice
1988

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2013 - Advanced Diploma of Financial Planning - - International Institute of Technology Pty Ltd
  • 2013 - Diploma of Financial Planning - - International Institute of Technology Pty Ltd
  • 2013 - Margin Lending - - International Institute of Techonlogy
  • 2013 - Principles in Self Managed Superannuation Funds - - International Institute of Technology
  • 2018 - Australian Taxation Law for Tax (Financial Advisers) - - International Institute of Technology

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Association of Independently Owned Financial Professionals (AIOFP)
  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Finchoice Pty Ltd (#422854)
Commenced
Aug. 5, 2019
Ceased
June 24, 2021
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
Dec. 1, 2021
Ceased
Oct. 20, 2022
Status
Ceased
Licence Holder
Interprac Financial Planning Pty Ltd (#246638)
Commenced
July 17, 2023
Ceased
Sept. 11, 2023
Status
Ceased
Licence Holder
Lambert Group Management Pty Ltd (#525558)
Commenced
Oct. 21, 2022
Ceased
June 21, 2023
Status
Ceased
Licence Holder
Shartru Wealth Management Pty Ltd (#422409)
Commenced
June 25, 2021
Ceased
Nov. 30, 2021
Status
Current
Licence Holder
Interprac Financial Planning Pty ltd (#246638)
Commenced
Sept. 12, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Aiw Dealer Services Pty Ltd (#414256)
Commenced
May 22, 2014
Ceased
June 26, 2015
Status
Ceased
Licence Holder
Count Financial Limited (#227232)
Commenced
Dec. 12, 2013
Ceased
March 19, 2014
Status
Ceased
Licence Holder
Nextgen Financial Group Pty Ltd (#240938)
Commenced
July 16, 2015
Ceased
Aug. 18, 2016
Status
Ceased
Licence Holder
Synchron Advice Pty Ltd (#243313)
Commenced
Oct. 6, 2016
Ceased
Aug. 5, 2019