These are the faces you will become familiar with:
Suzy Shepherd – Principal Advisor
Suzy Shepherd – 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 years experience in finance, Suzy has been a Financial Adviser around Holland Park, for 9 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 a co-owner of the Kooroongarra Historical Queensland Town Centre. Suzy and her partner are 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 Diploma in Financial Services, Mortgage Broking and Finance and an Advanced Diploma in Financial Planning, SMSF and Direct Shares certifications.
Authorised Representative 420270 of InterPrac Financial Planning Pty Ltd AFSL 246638
Credit Representative 395717 of Loan Market Pty Ltd