Suzanne holds a Diploma of Financial Planning is a Fellow of the National Tax & Accountants’ Association, a Registered Tax Agent and an Accredited Mortgage Consultant with a Diploma of Financial Services (Finance/ Mortgage Broking Management). She is also a member of the MFAA (Mortgage & Finance Association of Australia) and the AFA (Association of Financial Advisers).
Suzanne has been helping clients around Australia articulate what financial security means to them and then putting in place strategies to achieve it via financial and taxation planning for over 20 years.
Caring for my clients’ financial futures is my main priority. Many of my clients have been with me for 20 years or more and in that time, I’ve helped them weather many market ups and downs. I have enjoyed seeing the real difference planning and well thought out strategies can make in their lives.
Now based in Tasmania, Suzanne services clients from across Australia. Her holistic financial advice business grew out of the fact that I saw so many Australians approach their finances without a ‘where to’ map of what an independent financial future looked like for them. This is why, our goal is to dig down and discover what financial security looks like to you.