Susan has worked in the financial services industry for 17 years across various roles. She started in the industry in client services and developed into paraplanning having previously completed her RG146 and obtaining competency in the areas of Insurance and Risk Protection. Susan is passionate in providing the highest level of service to our advisers and their clients.
Outside of work, Susan enjoys family life with her husband Grant and 3 children. They love camping, bike riding, the beach and discovering new and exciting places. She also enjoys sharing lots of laughs with friends and strong coffee!