Susan Pietro
Financial Adviser
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About
Susan Pietro is an ASIC-registered financial adviser based in Essendon, VIC, dedicated to helping her clients achieve their financial goals with clarity and confidence. With a career spanning over two decades, Susan holds the esteemed Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia (FPA), earned in 2002. She also completed her Diploma in Financial Planning (DFP1-8) with the FPA in the same year, followed by the ASX Responsible Executive Exam (Tribeca, 2005) and DPML Margin Lending (Pinnacle Financial Services Academy, 2011), demonstrating her commitment to ongoing professional development. As a member of the Financial Advice Association of Australia (FAAA), Susan provides comprehensive financial advice across a broad spectrum of areas, including superannuation, insurance, and wealth management. Her expertise extends to retirement planning, investment life insurance, life risk insurance, and securities, as well as retirement savings accounts and government debt securities. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Whether you're planning for retirement, seeking to grow your wealth, or need advice on protecting your assets, Susan Pietro is here to help. Contact her today to schedule a consultation and take the first step towards a secure financial future.
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Frequently Asked Questions
What services does Susan Pietro offer?
Susan Pietro offers a comprehensive range of financial services, including superannuation advice, retirement planning, wealth management, insurance solutions, and investment advice. She can help you with everything from growing your wealth to planning for a comfortable retirement.
What are Susan Pietro's qualifications?
Susan Pietro is a Certified Financial Planner (CFP) with a Diploma in Financial Planning. She also holds certifications from the ASX Responsible Executive Exam and DPML Margin Lending. She is also a member of the Financial Advice Association of Australia (FAAA).
What is the first step in working with Susan Pietro?
The first step is to schedule an initial consultation. This allows Susan to understand your financial situation, goals, and risk tolerance. She will then develop a personalized financial plan tailored to your specific needs.
What should I expect during a financial planning meeting with Susan?
During a financial planning meeting, you can expect a thorough review of your current financial situation, a discussion of your financial goals, and the development of a customized financial plan. Susan will explain complex financial concepts in plain language and answer any questions you may have.
How can Susan Pietro help me with my retirement planning?
Susan can help you develop a retirement plan that considers your current savings, income needs, and desired lifestyle. She can also provide advice on superannuation strategies, investment options, and retirement income planning.
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