Susanna Stuart has an extensive background in finance including the money markets, share broking and trustee services extending back to 1980. She has been a personal adviser since 1986 and before setting up Stuart Carlyon in late 2004, worked at PricewaterhouseCoopers for 11 years and has a deep knowledge of financial issues affecting clients.
Susanna is author of “Your Family Fortune – Money Strategies for you and your Family” and “Start Talking Cents” and for 16 years had a regular money column in Next magazine until 2012. Susanna has also served as a board member of the Surf Life Saving Northern Region from 2004 to 2014, and she currently serves as a Trustee of the Northern Lifeguard Services Trust.
In May 2018 Susanna was appointed as a lay member of the Lawyers and Conveyancers Disciplinary Tribunal.
Director, Financial Adviser
B Soc Sci
Dip Bus Studies (Financial Planning)
Certified Financial Planner (CFPCM)
Member of Financial Advice New Zealand (FANZ)
“When we established Stuart Carlyon, we made the conscious decision to be client focused and deliver highly personalised, independent advice. We have interesting conversations with clients about their non-financial goals, their dreams, their hobbies, and their family’s well-being. A sound financial plan is a means for them to achieve what is important to them. It is very gratifying to help bring our clients’ plans and dreams to fruition.”