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Susan Stephens

Susan Stephens

Financial Planner

Qualifications:

  • CERTIFIED FINANCIAL PLANNER®
  • Bachelor of Science
  • Diploma in Education 
  • Graduate Diploma of Financial Planning

I find great satisfaction and enjoyment from working with clients to match their individual situations with a clear and effective road map for the future. My goal is to help my clients build and maintain a financial security now and into the future.

Susan has spent over 23 years working in the finance industry.  She enjoys applying her extensive experience and knowledge to help ensure her clients are maximising the financial opportunities which are available to them. 

Beside many other activities with family and friends, Susan takes her trained Therapy Dog into an Aged Care facility every week, helping to bring cheer to the residents.  She takes pleasure in being able to give back to others ñ whether in her spare time or in her profession as a financial planner.  Susan has lived in the lower Blue Mountains all her life and enjoys living in a World Heritage area not too far away from Sydney.