About Me

Suzannah is passionate about Financial Planning with a friendly and common sense approach. She empowers individuals by turning dreams into achievable goals and optimising financial potential through conversations that uncover core values.

As a dedicated SMSF Specialist Adviser recognised by the SMSF Association, she excels in helping clients with Self Managed Super Funds. With extensive experience in financial services and a focus on simplicity, Suzannah delivers a holistic, tailored financial experience that aligns with your unique lifestyle and goals.

Her qualifications include a Graduate Diploma in Financial Planning, a Graduate Diploma in Applied Finance, a Bachelor of Arts & Commerce, and a Certificate IV in Finance & Mortgage Broking Management,

Areas of Focus

  • Aged care
  • Cashflow management
  • Debt management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 4 Years
  • Licensed By
    Licensed By Advice Loop Pty Ltd