Suzanne Mcintosh
Financial Adviser
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About
Suzanne Mcintosh is an ASIC-registered financial adviser dedicated to helping clients in Fyshwick, ACT, and beyond achieve their financial goals. With a Bachelor of Arts in Accountancy from the University of South Australia (1992), Suzanne further honed her expertise through the Chartered Accountants Program with Chartered Accountants Australia + New Zealand (1994) and a Diploma of Financial Planning from Count Wealth Accountants (2002). Demonstrating a commitment to ongoing professional development, Suzanne also holds an SMSF Specialist Advisor Accreditation (2019) and has completed Ethics and Professionalism in Financial Advice training with Kaplan Higher Education (2021). As a member of Chartered Accountants Australia and New Zealand (CA ANZ) and the SMSF Association, Suzanne adheres to the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Suzanne can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Suzanne offers a suite of services tailored to your individual needs: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • SMSF advice Ready to take control of your financial future? Contact Suzanne Mcintosh today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Suzanne Mcintosh offer?
Suzanne Mcintosh provides advice on superannuation, insurance, wealth management, and retirement planning. She can also assist with Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.
What are Suzanne Mcintosh's qualifications?
Suzanne holds a Bachelor of Arts in Accountancy, is a Chartered Accountant, and has a Diploma of Financial Planning. She also holds an SMSF Specialist Advisor Accreditation and has completed Ethics and Professionalism in Financial Advice training.
How does Suzanne Mcintosh work with clients?
Suzanne works closely with her clients to understand their financial goals and develop personalized strategies to help them achieve those goals. She is committed to providing clear, straightforward advice and ongoing support.
What can I expect from my first meeting with Suzanne?
During your initial consultation, Suzanne will discuss your current financial situation, your goals, and your risk tolerance. This will help her to develop a tailored financial plan that meets your specific needs.
Why should I choose Suzanne Mcintosh as my financial advisor?
Suzanne's extensive experience, qualifications, and commitment to ethical practice make her a trusted advisor. She is passionate about helping her clients achieve financial security and peace of mind.
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