Suzannah Gilardi profile photo

Suzannah Gilardi

South East Financial Group

Silver
4 Yrs Experience
Mornington, VIC 3931

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Property Investment
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets

My fees

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

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 Dr
Mornington, VIC 3931

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Licensed by

Advice Loop Pty Ltd

AFSL 519172