Susan Clarke
BLUE TREE FINANCIAL PLANNING PTY LTD · Lutwyche QLD 4030 · Advising since 2014
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001007756
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MOMENTUM ADVICE PTY LTD · AFSL 520408Through authorised representative BLUE TREE FINANCIAL PLANNING PTY LTD (no. 001271335)Since 21 April 2025
- Principal business address
- Lutwyche QLD 4030
- First year providing advice
- 2014
- Can provide tax (financial) advice
- Yes
- Memberships
- Australian and New Zealand Institute of Insurance and Finance (ANZIIF); Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTApr 2025 – presentMOMENTUM ADVICE PTY LTD · AFSL 520408Through authorised representative BLUE TREE FINANCIAL PLANNING PTY LTD (no. 001271335)
- CEASEDJul 2022 – Apr 2025MGD WEALTH LTD · AFSL 222600
- CEASEDOct 2020 – Jun 2022KDM FINANCIAL AND ESTATE PLANNING PTY LTD · AFSL 516642
- CEASEDApr 2015 – Oct 2020MAINVIEW SECURITIES PTY. LTD. · AFSL 241177
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan · 2025 · Graduate Diploma (AQF 8)
Bachelor of Business (Insurance/Financial Planning)
Charles Sturt University · 2023 · Bachelor Degree (AQF 7)
Diploma Life Insurance
Australian & New Zealand Institute of Insurance & Finance · 2014
Diploma of Financial Services (General Insurance)
Australian & New Zealand Institute of Insurance & Finance · 2003
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Susan Clarke claims the profile.
Reviews
Not yet reviewed
No client has reviewed Susan Clarke on Souffle yet.
Contacting Susan Clarke
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
BLUE TREE FINANCIAL PLANNING PTY LTD
Authorised by MOMENTUM ADVICE PTY LTD · AFSL 520408
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
Private enquiries through Souffle aren't open yet. Until then, contact the practice or licensee named here.
- PROFILE CLAIMUNCLAIMED
Once Susan Clarke claims this profile, their own contact options can appear here.
Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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