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- Financial Advisers Australia (FAA)
- Susan O'leary
Susan O'leary
- Name
- Susan O'leary
- ID
- 308306
- ABN
- –
- First Provided Advice
- 2007
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
Memberships
Details of memberships of professional bodies or industry associations relevant to providing financial services
Licencee
- Status
- Ceased
- Licence Holder
- Caveo Partners Pty Ltd (#332423)
- Commenced
- Jan. 21, 2013
- Ceased
- Oct. 8, 2014
- Status
- Ceased
- Licence Holder
- Gwm Adviser Services Limited (#230692)
- Commenced
- Oct. 9, 2014
- Ceased
- Sept. 2, 2015
- Status
- Ceased
- Licence Holder
- Industry Fund Services Limited (#232514)
- Commenced
- Aug. 12, 2015
- Ceased
- Jan. 14, 2016
- Status
- Ceased
- Licence Holder
- Matrix Planning Solutions Limited (#238256)
- Commenced
- Feb. 7, 2010
- Ceased
- Jan. 19, 2013
- Status
- Ceased
- Licence Holder
- Neo Financial Solutions Pty Ltd (#385845)
- Commenced
- Oct. 12, 2017
- Ceased
- July 6, 2018
- Status
- Ceased
- Licence Holder
- Pointons Financial Planners Pty Ltd (#247114)
- Commenced
- May 1, 2009
- Ceased
- Nov. 30, 2009
- Status
- Ceased
- Licence Holder
- Synchron Advice Pty Ltd (#243313)
- Commenced
- July 9, 2018
- Ceased
- Dec. 4, 2018