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Susan O’Neill
Provisional Financial Advisor
About Susan
Susan O’Neill has been a distinguished professional in the mortgage broking industry since 2003, bringing a wealth of experience and a proven track record of excellence. Throughout her 14-year tenure at Inovayt, she has excelled in various roles, including supporting large teams of brokers, customer service, post-settlement enquiries, and bookkeeping.
Having recently completed her Diploma of Financial Planning, Susan is now a skilled Financial Planner at Inovayt. Known for her meticulous and well-thought-out approach, she is dedicated to providing her clients with exceptional care and attention. Her comprehensive understanding of the financial landscape, combined with her unwavering commitment to client success, ensures that every client receives the highest standard of service and tailored financial advice.
Qualifications
- Graduate diploma in Financial Planning
- Currently completing Master of Financial Planning
Phone
1300 354 355
Email
susano@inovayt.com.au
About Susan
Susan O’Neill has been a distinguished professional in the mortgage broking industry since 2003, bringing a wealth of experience and a proven track record of excellence. Throughout her 14-year tenure at Inovayt, she has excelled in various roles, including supporting large teams of brokers, customer service, post-settlement enquiries, and bookkeeping.
Having recently completed her Diploma of Financial Planning, Susan is now a skilled Financial Planner at Inovayt. Known for her meticulous and well-thought-out approach, she is dedicated to providing her clients with exceptional care and attention. Her comprehensive understanding of the financial landscape, combined with her unwavering commitment to client success, ensures that every client receives the highest standard of service and tailored financial advice.
Qualifications
- Graduate diploma in Financial Planning
- Currently completing Master of Financial Planning
Phone
1300 354 355
Email
susano@inovayt.com.au
