Suzanne Jreij

Financial Planning Support Specialist

Suzanne Jreij

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 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.


Qualifications

  • Bachelor of Social Science

Suzanne also speaks fluent Arabic - Lebanese

A few more team members

William Sullivan

William Sullivan

Senior Accountant

William Sullivan
Daniel Vogelpoel

Daniel Vogelpoel

Principal

Daniel Vogelpoel
Alysha Negrin

Alysha Negrin

Administration Assistant

Alysha Negrin
Kirsty Blake

Kirsty Blake

General Manager

Kirsty Blake
Office

Suite 2

50 Upper Heidelberg Rd

Ivanhoe VIC 3079

Postal

PO Box 500

Ivanhoe VIC 3079

Phone

03 8850 3333

Fax

03 8850 3330