Suzie Barnaby
Financial Adviser
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About
Suzanne Barnaby is an ASIC-registered financial adviser based in beautiful Port Macquarie, NSW. With a career spanning decades, Suzanne brings a wealth of knowledge and experience to her clients, ensuring they receive tailored financial advice to achieve their goals. Suzanne holds a Bachelor of Business from Queensland University of Technology (1992), a Graduate Diploma in Applied Finance and Investment from the Securities Institute of Australia (1997), and an Advanced Diploma of Financial Planning from KAPLAN Professional (2016). She is also a registered Tax Agent with the Tax Practitioners Board (2016) and an accredited Aged Care Specialist (FPA, 2021). Suzanne stays up-to-date with the latest industry developments, most recently completing Ethics and Professionalism in Financial Advice (Kaplan Professional, 2024). As an authorized financial adviser, Suzanne provides advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities, and government debt securities. She specialises in helping clients navigate the complexities of financial planning and make informed decisions. Key services include: • Superannuation advice • Insurance planning • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Suzanne today to schedule a consultation and discover how she can help you achieve your financial goals.
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Frequently Asked Questions
What types of financial advice does Suzanne Barnaby offer?
Suzanne specialises in superannuation, insurance, wealth management, investment life insurance, life risk insurance, securities and government debt securities. She provides tailored advice to help you achieve your financial goals.
What are Suzanne Barnaby's qualifications and experience?
Suzanne holds a Bachelor of Business, a Graduate Diploma in Applied Finance and Investment, and an Advanced Diploma of Financial Planning. She is also a registered Tax Agent and an Aged Care Specialist, with many years of experience in the financial services industry.
What is the first step in working with Suzanne Barnaby?
The first step is to schedule an initial consultation. This allows us to understand your financial situation, goals, and objectives. We will then discuss how we can help you and outline our advice process.
How does Suzanne Barnaby stay updated with the latest financial regulations and industry trends?
Suzanne is committed to ongoing professional development and regularly participates in industry training and seminars. She recently completed Ethics and Professionalism in Financial Advice (Kaplan Professional, 2024) and is dedicated to providing clients with the most current and relevant advice.
What can I expect during a financial planning session with Suzanne?
During a session, you can expect a collaborative and informative discussion about your financial situation and goals. Suzanne will explain complex concepts in a clear and understandable way, ensuring you feel empowered to make informed decisions.
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