Susan Brooker
Financial Adviser
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About
Susan Brooker is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals with clarity and confidence. Located in Maroochydore, QLD, Susan brings a wealth of knowledge and experience, underscored by her extensive qualifications, including a Diploma of Financial Services (2007), Margin Lending and Geared Investments certification (2010), Certificate IV in Finance & Mortgage Broking (2011), Advanced Diploma of Financial Planning (2017), and a Master of Financial Planning (2020), all from Kaplan. As a proud member of the Financial Advice Association of Australia (FAAA), Susan is committed to upholding the highest ethical and professional standards. She is authorised to provide advice on a broad range of financial products, ensuring comprehensive support for your financial journey. This includes superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities. Susan can help you with: • Superannuation advice • Wealth management strategies • Retirement planning • Insurance solutions • Investment guidance Ready to take control of your financial future? Contact Susan today to schedule a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What services does Susan Brooker offer?
Susan Brooker provides comprehensive financial advice, including superannuation advice, wealth management strategies, retirement planning, insurance solutions, and investment guidance. She helps clients create a secure financial future.
What are Susan Brooker's qualifications?
Susan holds a Diploma of Financial Services, Margin Lending and Geared Investments certification, Certificate IV in Finance & Mortgage Broking, an Advanced Diploma of Financial Planning, and a Master of Financial Planning, all from Kaplan. She continually updates her knowledge to provide the best possible advice.
What is the process for becoming a client of Susan Brooker?
The process typically begins with an initial consultation to discuss your financial goals and current situation. Susan will then develop a tailored financial plan to help you achieve your objectives. Regular reviews will ensure your plan remains aligned with your evolving needs.
What can I expect during a consultation with Susan Brooker?
During a consultation, you can expect a thorough discussion of your financial situation, goals, and concerns. Susan will provide clear and concise explanations of complex financial concepts and offer personalized recommendations to help you make informed decisions.
How does Susan Brooker stay up-to-date with changes in the financial industry?
As a member of the Financial Advice Association of Australia (FAAA), Susan is committed to ongoing professional development. She regularly attends industry events, completes continuing education courses, and stays informed about the latest regulatory changes and market trends.
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