Principal, Financial Adviser, Mortgage Broker – Holland Park Brisbane
“I believe my role is to create financial strategies and to provide support to keep you on track on your journey to a more secure financial future.”
With over 20 year’s experience in finance, Suzy has been a Financial Adviser around Holland Park, for 14 years and a Mortgage Broker for more than 20 years. Suzy has a special interest in providing wholistic advice and can assist with planning for home loans and investment lending, self-managed super funds, ethical investments, direct shares, personal insurance and retirement planning. Suzy is the lead adviser and will be the one starting you on your journey with your money and managing the strategies to reach your goals along the way.
With a keen interest in Australian history, Suzy is the owner of the Kooroongarra Historical Queensland Town Centre. Suzy is in the process of restoring the historic town center to share the history and create a tourist destination for all to share again.
Suzy has a Graduate Diploma in Financial Services, Diploma in Mortgage Broking and Finance and an Advanced Diploma in Financial Planning, SMSF and Direct Shares certifications.