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.
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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