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Susan Howard

Ascentia Financial Group Pty Ltd

Gold
18 Yrs Experience
Surfers Paradise, QLD 4217

Susan Howard is a fully qualified Senior Financial Adviser who is a member of the Financial Planning Association of Australia.

Susan started her career in the accounting sector and then transitioned into Financial Planning in 2006.

Commencing her Financial Planning career as a client support officer then paraplanner, Susan completed the MLC Adviser Scholarship program in 2010 and was first licensed through the high net worth arm of Godfrey Pembroke.

Susan has continued to work within boutique financial planning practices and brings experience in all areas of financial advice with a focus on building long term relationships with her clients. Susan’s main areas of expertise – Superannuation including Self Managed Superannuation Funds, Family Trusts, Investment strategies and Insurance.

Susan will listen to your financial advice requirements and provide a tailored solution that will be easy to understand, will keep you accountable and will provide a strategic financial plan that will focus on your identified outcomes.

Susan has lived on the Gold Coast for over 25 years, has two sons and enjoys been involved in her local community and is an active member of the Hope Island Rotary Club.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Socially Responsible
  • 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

At a glance

  • Adviser status Gold
  • First year providing advice 2006
  • Years of experience 18
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Ascentia Financial Group Pty Ltd

Elkhorn Centre - West, Level 1, 29 Elkhorn Ave
Surfers Paradise, QLD 4217

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Ad Advisory Services

AFSL 237058