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Suzie Barnaby
BBus GradDipAppFin AdvDipFP
Financial Planner
I am supported by a team of professional finance specialists. This unique team approach ensures you receive the best advice for every part of your financial plan.
With 25 years experience in financial markets, Suzie's passion is supporting and educating clients, using her knowledge and experience to help them make well-informed decisions in relation to their own financial situation. Her speciality is in wealth creation strategies and protecting that wealth.
Investment Style
Suzie adheres to a disciplined investment framework, using a broad network of quality investment and economic information. She will explain investments to you simply and provide confidence by delivering sound investment strategies tailored to your personal goals and risk profile.
Services and Specialties
Superannuation Advice
Personal Insurance
Wealth Management
Financial Planning
Retirement and Estate Planning
Stockbroking
Qualifications and Professional Affiliations
Advanced Diploma of Financial Planning
Bachelor of Business
Graduate Diploma in Applied Finance and Investment
Tax (Financial) Adviser
Diploma of Financial Planning
FPA Aged Care Specialist
Associations
No items found.
Competencies
Direct International Equities Trading Adviser
Generic
Tax (financial) Adviser
Managed Investments
ASIC Financial Advisers Register
Financial Planning
Life Insurance
Margin Lending
Superannuation
Aged Care Accreditation
FASEA Financial Adviser Exam
Securities
I am a partner of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. My employer remunerates me by way of salary. As a shareholder of Mid Coast Money Management Pty Ltd, I may be entitled to a share of profits. As a Partner of Mid Coast Money Management Pty Ltd, I will be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.
