Susan Pascoe Barton

Certified Financial PlannerCM, Bachelor of Business Studies, Diploma of Business Studies (Personal Financial Planning).
Hi there. As a business owner, a qualified financial planner and mother of two young girls, you could say, “life is full”.  No-one knows better how important a good work/life balance is though. 

1995 was a big year for me.  After six years of study and two years of mentoring I qualified as a certified financial planner, married Steven and set up our new financial planning practice.  Prior to 1995 I worked for over two years for a large fee based financial planning firm.  

To ensure a high quality of service, I have a select group of portfolio clients who I enjoy helping to achieve their financial goals on a day to day basis.  Over the years, many have become very good friends.  Nothing thrills be more than to see clients achieve their financial goals over time. 

Apart from family activities, whenever I manage to find some free time, I am out in the garden which has become a passion of mine.  However, on wet days, books and music are another good alternative.