Susan Tennent

Susan Tennent is a Client Services Manager with close to five years’ experience in the financial planning industry. She works closely with the firm’s Financial Adviser and support team to support clients through every stage of the advice process and deliver high‑quality, well‑structured advice.

Susan’s role focuses on drafting advice documents and providing reliable, behind‑the‑scenes support that allows advice to be delivered clearly and efficiently. She holds an Advanced Diploma of Paraplanning and brings a calm, considered approach shaped by a broad professional background. Known for her empathy as well as her effectiveness, Susan supports clients who value clarity, follow‑through and a consistently high standard of service.