Sue’s objective is to work with her clients helping them to achieve their financial and lifestyle objectives by offering a tailored investment and financial advisory service.
She has over 30 years’ experience in the Financial Services industry, having worked in both New Zealand and the United Kingdom.
Sue is an active member of her Bay of Islands community, being involved in a number of volunteer roles, including her current role as the Chairman of the Kerikeri High School Board of Trustees.
Outside of work Sue, together with her family, makes the most of the friendly, relaxed lifestyle in the Bay of Islands taking every opportunity to head to the beach.
Sue is an Authorised Financial Adviser, regulated by the Financial Markets Authority, and a Certified Financial Planner.