- Advanced Diploma of Financial Planning
- Diploma of Financial Planning
- Diploma of Education (Art)
- Association of Financial Advisers (AFA)
I am a professional wealth manager focused on helping clients build and protect their wealth and provide peace of mind.
I have been published in the Financial Review, Money Management, the Financial Planning Magazine and the Financial Standard and frequently asked for my comment on issues in the Financial Industry.
I was nominated as Adviser of the Year to Money Management and have presented at the Financial Planning Association (FPA) Conference.
I had a strategic alliance with Christie’s over a number of years presenting a series of lectures to their clients in particular regarding investing and collecting ART within a Self Managed Superfund.
I have developed a strategic partnership approach to financial planning where we project manage our relationship between our firm, our clients and other skilled professionals to create a Family Board to provide support on the journey to achieving lifestyle and financial goals.
A former lecturer in the expressive and performing arts at the University of NSW, I have a special interest in advising those in the performing arts community from CEO’s and executives in the arts community to many others in the industry including actors, directors, producers and other artists who face the challenges and uncertainties of the industry that can play havoc with income and the ability to plan for a secure financial future.
I formed my own company Integra Financial Group Pty Ltd in 1994.
Out of the office you’ll find me :
– At the Opera House attending Sydney Symphony and ACO Concerts
– At various state and private Art Galleries here and overseas
– In my garden or exhibition gardens
– Walking in the countryside here or overseas and enjoying good food and wine
Susan's ideas of Financial Freedom
Doing the things I love to do. Travelling, taking photographs, cooking, wining and dining to name a few…