Practice Manager, Financial Planner

Suzanne joined our team in February 2020 as our Practice Manager and one of our Financial Planners.  Her role primarily emcompasses oversight into the general management of Ethical Investing NZ operations and the responsibility of providing outstanding service to our wonderful clients.  She also provides comprehensive financial planning advice to a select group of female 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.

"Great initial investment that works well ongoing. Peter is available to discuss matters with us when needed but is really a friend we trust."

Client Feedback Survey, Nov 21

Rob and Mary