Practice & Client Services Manager

Suzanne joined our team in February 2020 as our Practice & Client Services Manager.  Her role primarily emcompasses oversight into the general management of Ethical Investing NZ operations and the the responsibility of providing outstanding service to our wonderful clients.

She has worked in the financial services industry for more than 20 years, over 15 years of that in senior office and operations management roles.  She holds the internationally recognised designation of Certified Financial PlannerCM and is an Accredited Investment Fiduciary AIF®.  She is also a member of the NZ Institute of Directors. 

With having extensive experience in both operations and advisory roles, she brings a unique and valuable skill base to Ethical Investing NZ.

Outside of work, Suzanne and her husband Paul have 2 wonderful daughters who are currently navigating their way through university degrees.  She has a love of sewing, getting out and about walking her 2 dogs and just a ‘slight’ addiction to good coffee.

"Mark has been my financial adviser for over 3 years. He has always provided me with excellent service, credible advice and unparalleled support. I trust him implicitly with my investments, knowing he understands my needs and goals, both short- and long-term. Mark provides me with investment advice and options that support these needs, and I have been thrilled to watch my investments solidly grow whilst under his watchful eye."


Rob and Mary