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