Susan JonesSenior Financial Advisor

Background:

With over 11 years of experience as a Financial Planner and 35 years of Industry experience, Susan prides herself in providing tailored financial and investment advice for both individuals and Self-Managed Super Funds. Her attention to detail allows a no-nonsense approach to her client’s assets, ensuring peace of mind every step of the way.

Susan is a specialist in the following areas:

  • Provide Financial Product Advice
    • Deposit and Payment Products
    •               Deposit and Payment Products – Non-basic Deposit Product
    • Government Debentures, Stocks or Bonds
    •               Government Debentures, Stocks or Bonds
    • Life Products
    •               Investment Life Insurance Products
    •               Risk Life Insurance Products
    • Managed Investment Schemes
    •               Managed Investment Schemes, including IDPS
    • Retirement Savings Account Products
    •               Retirement Savings Account Products
    • Securities
    •               Securities
    • Superannuation
    •               Superannuation
    • SMSF
    •               SMSF
    • Margin Lending Facility
    •               Standard Margin Lending Facility