Suzanne works with the Financial Planning team providing support to the Advisors to ensure efficient delivery of clients services. Preparation of correspondence to and on behalf of clients, liaison with insurance underwriters and maintaining detailed financial data for clients are among her day to day responsibilities.
As part of completion of her degree studies in 2016 Suzanne undertook a 50 day internship with VCAT in the human rights division. She found this experience to be highly valuable to the development of her professional skills through being exposed to organisational formalities essential in any workplace. With previous experience in customer service at a management level Suzanne is highly adept in communication with clients and colleagues alike.
Suzanne is now eager to continue learning and expand her knowledge set into the financial planning sector. She highly values the continuous opportunity to grow within the workplace and the ability to work with an experienced and knowledgeable team.
Outside the office Suzanne enjoys spending time with family and friends.