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Susan O’Neill
Financial Planner in Adelaide
Susan O’Neill has been a distinguished professional in the financial planning and 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, bookkeeping and the development and implementation of complex advice strategy.
About Susan
Susan O’Neill has been a distinguished professional in the financial planning and 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, bookkeeping and the development and implementation of complex advice strategy.
Holding a Masters of Financial Planning, Susan is 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
- Master of Financial Planning
