Sue Mills
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Sue Mills is an ASIC-registered financial adviser based in Armidale, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Sue holds a Diploma of Financial Services (Financial Planning) from Kaplan and has completed both Accredited Derivatives Adviser Level 1 and Level 2. Sue is also up to date with TASA and the TPB Code of Professional Conduct, ensuring clients receive advice that is both ethical and compliant. Sue is authorized to provide advice on a broad range of financial products, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, derivatives, and government debt securities. This allows her to create holistic financial plans designed to meet each client's unique needs and circumstances. Key services Sue offers include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment guidance • Derivatives trading advice Whether you're planning for retirement, seeking to grow your wealth, or need guidance on managing your financial risks, Sue can provide the expert advice you need. Contact Sue today to schedule a consultation and take the first step towards a secure financial future.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Sue Mills provide?
Sue Mills provides comprehensive financial advice, including superannuation, insurance, wealth management, Investment Life Insurance, Life Risk Insurance, securities, derivatives, and government debt securities. She can help you with retirement planning, investment strategies, and risk management.
What are Sue Mills' qualifications and experience?
Sue Mills holds a Diploma of Financial Services (Financial Planning) from Kaplan and has completed Accredited Derivatives Adviser Level 1 and 2. She stays up-to-date with industry standards through ongoing professional development, including TASA and the TPB Code of Professional Conduct.
How does Sue Mills develop a financial plan for her clients?
Sue works closely with each client to understand their unique financial situation, goals, and risk tolerance. She then develops a tailored financial plan that addresses their specific needs and provides ongoing support to help them achieve their objectives.
What can I expect during my first meeting with Sue Mills?
During your first meeting, Sue will discuss your financial goals, current situation, and any concerns you may have. This initial consultation is an opportunity for Sue to understand your needs and for you to learn more about her services and how she can help you.
Does Sue Mills provide advice on derivatives?
Yes, Sue Mills is qualified to provide advice on derivatives, holding Accredited Derivatives Adviser Level 1 and 2.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.