Suzannah is passionate about helping people create the life they desire well before retirement, setting wealth creation strategies making transition to retirement as seamless as possible. Family orientated with a strong focus on ensuring that in today’s busy world, your financial set up is simple yet effective and in line with your goals so that you can live the life that you want.
She has gained extensive knowledge and experience in the Financial Services in a variety of corporate and small business roles. Now working directly with clients, her focus is to deliver financial advice that is tailored to your goals and objectives, and you are making educated financial decisions.
Suzannah holds a Bachelor of Business & Commerce, Diploma of Financial Planning, SMSF Specialist Adviser (SSA) and Diploma of Finance & Mortgage Broking Management
Expertise
My fees
At a glance
-
Adviser status
Silver
- First year providing advice 2021
- Years of experience 4
-
Highest qualifications
- Graduate Diploma of Applied Finance and Investment
- Graduate Diploma of Financial Planning
-
Language spoken
- English
South East Financial Group
Suite 38, 33 Milgate DrMornington, VIC 3931

Opening hours
- 8:30am – 5:30pm Monday – Friday
Licensed by
Advice Loop Pty Ltd
AFSL 519172
