Sue joined Byron Capital (previously Berkley Group) in August 2001. She brought with her an extensive background in Financial Services, including a 15 year career with the Commonwealth Bank, where she served in various roles.
Sue commenced her Financial Planning career with the Commonwealth Bank and served in this position for 2 years before joining a private practice Financial Planning firm.
She specialises in providing comprehensive strategic planning advice to her clients in conjunction with actively managing their investment portfolios.
Her Academic and Professional Qualifications are:
- Diploma of Financial Planning (Deakin University);
- CERTIFIED FINANCIAL PLANNER ® professional;
- Member of the Financial Planning Association;
- Authorised Representative No. 253548.
Sue's Client Service is managed by Kristie-Lee Davies