Suzie Barnaby

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BBus GradDipAppFin AdvDipFP

Authorised Representative: 001004887

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.

Services and specialities

  • Financial Planning
  • Personal Insurance
  • Retirement and Estate Planning
  • Stockbroking
  • Superannuation Advice
  • Wealth Management

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.

Industry Education & Experience

Qualifications
  • Bachelor of Business, QUT, 1993
  • Graduate Diploma in Applied Finance and Investment, SIA, 1997
  • Advanced Diploma of Financial Planning, KAPLAN, 2016
  • Diploma of Financial Planning, KAPLAN, 2013
  • FPA Aged Care Specialist, FPA, 2022
  • Tax (Financial) Adviser, Tax Practitioners Board, 2016
Approved Competencies
  • Financial Planning
  • Generic
  • Life Insurance
  • Managed Investments
  • Margin Lending
  • Securities
  • Superannuation
I am an employee and Partner (shareholder) of Mid Coast Money Management Pty Ltd which operates the business of Morgans Financial Limited - Port Macquarie. I am remunerated as your adviser by way of salary and I am eligible to participate in a bonus scheme depending upon performance. As a shareholder I may be entitled to a share of profits.