Sue Dunne

The Investment Collective

Silver
15 Yrs Experience
Rockhampton, QLD 4700

Recent reviews

The Investment Collective

Suite 4, 103 Bolsover Street
Rockhampton, QLD 4700

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Expertise

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Expat Finance
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Licensed by

Cip Licensing Limited

AFSL 471728

5.00
5 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—5 of 5

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5.00

"My partner and I have both been Sue's clients for over 12 months. Sue has been excellent to work with and everything has been an extremely positive experience. My personal level of financial stress is now non existent and that has allowed space for me, with Sue's professional assistance, to plan for a more dynamic and rewarding future. I am sure my partner has also only good things to say, but I will let her do that. Thank you Laurie Armstrong"

  • Managing Debt
  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sue is always well prepared and organised. She listens carefully to our needs and goals and cleverly crafts a financial plan of action to suit us. Sue reviews our plan with us yearly so we can check on our progress, ask questions and make changes if required. We have been very satisfied with our progress and it's comforting to know we now have a plan and our finances are under control."

  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Excellent friendly advice"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sue has been an awesome assistance in relieving my stress and tidying my affairs!"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sue has saved us endless amounts in interest over the 6 years we have been with her not to mention the way she manages our super and the dollars she earns for us much better return than expected. Very smart lady. We would be tens of thousands of dollars behind without her help!!!!"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2009

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Mentor Education
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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