Suzy Shepherd

Suzy Shepherd
QLD

Financial Adviser

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.

Make an appointment

Areas of specialisation

Aged Pension and Social Security Pensions
Australian Defence Force members & Defined benefit superannuation
Debt Reduction, Gearing and Lending structuring advice
Personal protection insurances
Superannuation
Investing & Wealth Creation Strategies
Retirement planning
Self-Managed Super Funds (SMSF)
Direct Shares
Cashflow, Budgeting and savings planning

Career profile

7 years’ experience in superannuation and financial planning
20 years Home and Investment Lending Specialist
Specialising in Ethical Investments
12 years Self Employed Business owner and 8 years banking across various roles

Professional qualifications

Diploma in Financial Services
Advanced Diploma in Financial Planning
SMSF
Direct Shares

Memberships and associations

Member of the Financial Services Institute of Australasia
Member of the Australian Financial Complaints Authority
Member of the Mortgage and Finance Association of Australia

Personal interests

Travel, cooking, dancing, exercise and spending quality time with family and friends.

Business Details

1/156 Boundary Street,
West End QLD 4101

Contact

07 38466675
suzy.shepherd@wealthmarket.com

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