Susan Buda

Susan Buda

M.Fin. Planning, B.CIS, Grad.Dip.FP

Contacts

02 9221 1555

Private Client Adviser

Susan is a Private Client Adviser providing financial planning advice in the areas of wealth creation, retirement planning, personal risk management and self-managed superannuation funds. She has over 8 years of experience in advisory roles for boutique firms including as principal. She has had significant experience in dealing with client advice in superannuation, investment strategy, investment products, risk management and investment platforms. Her qualifications include a Master of Financial Planning, Bachelor of Computing and Information Systems from Macquarie University, Grad. Diploma Financial Planning. She is undertaking the Certified Financial Planner ® course.

 

Qualifications & Accreditations

  • Master of Financial Planning
  • Bachelor of Computing and Information Systems
  • Grad. Diploma Financial Planning
  • ASIC Authorised Representative No. 000431563

 

Professional Memberships

  • Financial Planning Association of Australia (FPA)
  • Mortgage & Finance Association of Australia (MFAA)