Sue Morris

Hyland Financial Planning Pty Ltd

Silver
9 Yrs Experience
Hornsby, NSW 2077
My passion is to help my clients live life as they wish to, with peace of mind that their financial goals, needs and objectives are monitored along the way, to keep them on track.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • 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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 11
  • First year providing advice 2013
  • Years of experience 9
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Hyland Financial Planning Pty Ltd

Suite 403, 20 George St
Hornsby, NSW 2077

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Amp Financial Planning Pty Ltd

AFSL 232706

4.90
11 Reviews
5
4
3
2
1
4.90
Clear communication
4.90
Knowledge & expertise
4.90
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 11

Sort by

5.00

"Sue assisted my wife and I to establish a new Death and Disability insurance policy and to review an older policy. In her dealings she was personable and professional and she took the time to clearly explain issues relating to our needs. I am confident that we received the best advice possible and we will definately be consulting Sue again in the future. I will have no hesitation in referring Sue to my friends, family and work colleagues."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am very happy with Susan Morris with the way she helped me with my super and allocated pension. She explained to me in full detail what I’m getting and I have full confidence that she is looking out for my best interest!"

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Sue Morris is very helpful with my superannuation and my needs of insurance. Sue made the whole process very easy."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Sue very good explains things in full and very easy to get along with, I would recommend Sue to my family and Friends"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Sue very good explains things in full and very easy to get along with, I would recommend Sue to my family and Friends"

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I find Sue very good explains things in full and very easy to get along with, I would recommend Sue to my family and Friends"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Susan continues to work with us and we really appreciate the time she spends with us. We should have contacted her much earlier than we did. We now have a plan to the future."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having had Sue advise me for 12 months now, I have found Sue and the team to be very professional, knowledgeable, exceptionally reliable and caring towards myself and my family. I would highly recommend Sue Morris to anyone both as a person and a financial advisor."

  • Government Assistance
  • Insurance Protection
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Susan has been providing my wife and I financial advice for a number of years. She always takes the time to understand our needs and we feel she really values us clients. We certainly value the advice Susan provides as well as her professionalism and look forward to working with her for many years to come to ensure our family's financial security."

  • Superannuation
  • Insurance Protection
  • Expat Finance
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"For the first time in my adult life I feel at ease with my financial situation and have total confidence I am heading in the right direction."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 11

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Expat Finance
  • Tax Strategies
  • Growing Assets

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Fellow Chartered Financial Practitioner
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