Meet the team

Meet the great people behind Stuart Carlyon.

Susanna Stuart

Director, Financial Adviser
susanna@stuartcarlyon.co.nz
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Deborah Carlyon

Director, Financial Adviser
deborah@stuartcarlyon.co.nz
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Mark Patton

Director, Financial Adviser
mark@stuartcarlyon.co.nz
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Tanaz Jardine

Financial Adviser
tanaz@stuartcarlyon.co.nz
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Shahul Dhoray

Financial Adviser
shahul@stuartcarlyon.co.nz
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Sheila Sarmenta-Dayao

Financial Adviser Associate
Bachelor of Arts
sheila@stuartcarlyon.co.nz
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Priscilla Chellemben

Financial Adviser Associate
Masters Financial Management
priscilla@stuartcarlyon.co.nz
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Preethi Vagiri

Financial Adviser Associate
Bachelor of Science, Masters of Science, Bachelor of Education
preethi@stuartcarlyon.co.nz
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Luana Beverley

Office Manager
luana@stuartcarlyon.co.nz
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Testimonials

You have looked after me and my modest investments very well and although the returns right now are pretty lousy, I do understand that over the years you have done miles better than I could have ever dreamed of myself.

- Yvonne Foreman
I have the highest opinion of Susanna's intelligence, competence and integrity and have transferred my portfolio with her when she has successively moved from previous 3 firms to her own consultancy practice.

- Professor WK Lacey
Once again thanks so much for your time this morning – we always come away feeling positive and on track for our retirement income.

- Chris and Kathy Hatton
Just pausing for a moment in the business to thank you for all your help in getting us sorted out with our investments.You have given both of us the financial confidence to be able to make the decisions we wanted to make, but would have otherwise struggled to do. Thanks so much.

- Philip and Julie Thoreau
Just pausing for a moment in the business to thank you for all your help in getting us sorted out with our investments.You have given both of us the financial confidence to be able to make the decisions we wanted to make, but would have otherwise struggled to do. Thanks so much.

- Philip and Julie Thoreau