Financial Adviser · MELBOURNE, VIC

Susan Marie Rio

MELBOURNE, VIC
39 Years experience
Tax advice
authorised
ASIC Registered · ADV 001000560
Currently at
Melbourne, VIC (firm address)

About Susan Marie Rio

Susan Marie Rio is a financial adviser based in Melbourne, Victoria, with 39 years of experience in the financial services industry since 1987. Susan is currently authorised under Certus Fsl, operating through Certus Financial. 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 Masters of Financial Planning from RMIT. 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

Authorised to provide tax financial advice services

Qualifications and Training

1986
Diploma of Business Studies Accounting
Victoria University (Footscray TAFE)
1991
Diploma of Financial Planning
Deakin University
2008
Masters of Financial Planning
RMIT

Registration History

Jul 2024 - Present Current
Jul 2023 - Jun 2024 Ceased
Oct 2011 - May 2023 Ceased

Source: ASIC Financial Advisers Register