Susan Mcgough
Financial Adviser
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About
Susan Mcgough is an ASIC-registered financial adviser based in Hobart, Tasmania, dedicated to helping clients achieve their financial goals with clarity and confidence. With a Bachelor of Commerce from the University of Tasmania (1997) and advanced diplomas in Financial Planning, Susan brings a wealth of knowledge and experience to her practice. She is committed to ongoing professional development, demonstrated by her Ethics and Professionalism certification from Kaplan Higher Education (2019). As a member of the Financial Advice Association of Australia (FAAA), Susan upholds the highest ethical and professional standards. She is authorized to provide advice on a comprehensive range of financial products, including superannuation, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts and government debt securities. Susan is passionate about providing tailored advice to meet each client’s unique needs. She achieves this through a range of financial services including: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Life Risk Insurance Ready to take control of your financial future? Contact Susan Mcgough today for a consultation and discover how she can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Susan Mcgough offer?
Susan provides advice on superannuation, insurance, retirement planning, investment life insurance, life risk insurance, retirement savings accounts and government debt securities. She will work with you to create a financial plan tailored to your individual circumstances and goals.
What are Susan Mcgough's qualifications?
Susan holds a Bachelor of Commerce from the University of Tasmania, a Diploma of Financial Planning from FPA Australia, an Advanced Diploma of Financial Planning from Kaplan Professional and completed the Ethics and Professionalism in Financial Advice Course with Kaplan Higher Education. She is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for working with Susan Mcgough?
The process typically begins with an initial consultation to discuss your financial situation, goals, and concerns. Susan will then develop a personalized financial plan, present it to you for review, and implement the plan upon your approval. Regular reviews will be conducted to ensure your plan remains aligned with your evolving needs.
What can I expect from my first meeting with a financial adviser?
During your first meeting, you can expect to discuss your current financial situation, including your income, expenses, assets, and liabilities. You'll also have the opportunity to share your financial goals, such as retirement planning, saving for a home, or investing for the future. The adviser will explain their services and how they can help you achieve your objectives.
How does Susan Mcgough stay up-to-date with the latest financial regulations and market trends?
Susan is committed to ongoing professional development and regularly attends industry conferences, workshops, and training sessions. She also stays informed through reputable financial publications and resources to ensure she provides her clients with the most current and relevant advice.
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