Suzanne Johnston

Apt Wealth Partners

Gold
7 Yrs Experience
Sydney, NSW 2000
Work Life Balance and Success At Apt Wealth Partners we support and advise our clients on choosing the right strategies to help them achieve their goals. With expertise across investments, direct equities, cash flow management, superannuation, pension strategies including Centrelink entitlements and retirement planning. We work with you to ensure a coherent strategy is in place and then reviewed for the inevitable changes over time. We are a national financial planning firm who are proud to deliver exceptional financial advice and personalised service. Our firm comprises over 30 financial advisers and support staff who look after 3000 families and over $1 billion in client portfolios. Our team is dedicated to providing informed and comprehensive advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.95
  • Number of reviews 7
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Apt Wealth Partners

Level 28, 31 Market Street
Sydney, NSW 2000

Licensed by

Apt Wealth Partners

AFSL 436121

4.95
7 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—7 of 7

Sort by

5.00

"Suzanne has revolutionised our approach to our finances and helped us build confidence for our future. From cash flow, buying a house, to super and retirement, Suzanne has been with us every step of the way. She is patient, knowledgable, explains things very clearly and is 100% professional. We are so happy to have Suzanne on our team."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Right from the start, Suzanne has shown highly skilled insight and genuine interest in our financial situation. Her extensive knowledge and foresight has enabled us to make informed decisions to ensure the best outcome for us financially. I have a mother in aged care as well, so Suzanne’s guidance there has been invaluable in helping me navigate the rules and support her finances in the best way possible. To top it off she is such a friendly person who shows warmth and care and genuine interest in us and our family’s financial needs now and into the future."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Aged Care
  • Complex Investments
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Suzanne is a highly skilled and knowledgeable professional who has helped secure my financial position. She inspires confidence through vigilance and analysis of market forces leading to strategic planning and actions that make me feel confident in my retirement. Her employer, Apt Wealth, is also a shining light, and I would not hesitate to recommend both the company and Suzanne to anyone."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Suzanne is easy to talk to, gets to the point quickly, and is always clear about the bottom line. She has always made herself available to discuss any issues I raise. She really knows her stuff, and I have great confidence in the advice she gives me."

  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Suzanne has been excellent in every way .Suzanne has helped me with advice on budgeting, Superannuation, tax, shares and anything to do with finance. She has also been able to put me in a position where I have a much better financial future than I ever could have achieved on my own. Suzanne is very approachable and always explains strategies and processes in a way I can understand. She is extremely knowledgeable and I am very confident in her ability. She always gives me all the time I need and I am very grateful for everything she does."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Suzanne has been looking after my financial affairs for the last 12 months and has advised me successfully to reach my financial goals! Suzanne has also provided support to my family. She is understanding and sensitive to the situations that are presented and offers a thoughtful and well researched response to my questions. I would highly recommend Suzanne to any woman looking to take control of their financial affairs. Jenny 2131"

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

"Suzanne is reliable, honest, and her integrity is without question. Suzanne can be trusted to work in her clients' best interests."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—7 of 7

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Certificate IV in Finance and Mortgage Broking

Level
4 - Certificate IV
Institution
AAMC Training Group
Completed
2014

Certificate in Margin Lending and Certificate in Self Managed Superannuation Funds

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2014

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Mentor Education
Completed
2013

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Macquarie University
Completed
1996

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2017

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Tax Practitioners Board (TPB)

Membership type
Member
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