Suzanne Poulton

Financial Adviser

Suzanne has been in the Financial Planning industry since 1996 and transitioned to a Financial Adviser in 2015. She holds a Graduate Diploma of Financial Planning and an accreditation in Aged Care Financial Advice.

During her time in the industry, Suzanne has worked in various financial planning practices specialising in retirement planning, Centrelink and aged care.

Suzanne strives to build strong client relationships and obtain the best outcome for clients.

Suzanne’s hobbies are all crafts, cooking and catching up with family and friends over wine and a charcuterie board.

We look forward to working with you to achieve your goals.

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