About Susan

When Susan established the practice in 1995, she worked overtime and weekends and had no social life for the first seven years while building the practice. She survived running the practice and juggling home and office while having a baby in 2008. Now she knows what it means to balance work and home (while still juggling)! So far it has been a fulfilling and fruitful journey...

Susan is the author of the transformational and practical book Money Intelligence®. Susan is passionate about helping people achieve financial liberation. She truly believes that people can become financially liberated by developing a healthy relationship with money. Buy the book in either printed copy or ebook and learn more about being money intelligent on shopify. The printed copy is available for sale in our city office. 

Susan hosts her own podcast Money Intelligence for the Greater Good where she interviews inspiring and creative entrepreneurs to share their passion for business, their challenges and vision to make a difference and change the world. Subscribe to her podcast here and listen to her weekly interviews on iTunes

Susan is a leading financial strategist with an uncanny ability to create lateral solutions to complex tax problems. She is a CPA, an Authorised Financial Adviser with Spectrum Wealth Advisers Pty Ltd (AFSL no. 334400) and an SMSF Specialist. Susan does an extensive amount of professional development (over 100 hours a year, way above the industry standard!) to remain current with changing laws and keep improving herself training in personal development and leadership skills.  The most distinguishing characteristic of Susan would have to be her deeply caring nature and uncompromising ethical standards.  

Susan is a passionate peace activist having been born in the most fought over city in the world, Jerusalem.  Her family can trace back their Palestinian Christian heritage over 2000 years.  She has an amazing knowledge of world history and loves reading the philosophy of great thinkers.  Susan loves her family and is a great mum. She is a fantastic cook and pedantic house keeper.  She sponsors ten children through World Vision and Compassion in Jesus name, always donating generously to charity.  Susan should relax more and trust her intuition.      

   Susan will be speaking at TEDX Parramatta on 15th September 2018. Buy tickets to hear her speak here    

Education

University of Western Sydney
Bachelor of Business (Accounting), 1990  

Master of Commerce (Accounting), 1992

CPA Australia
CPA Program, 1996

Results Accountants Systems
Business Coaching with Paul Dunn, 1998-2000

Financial Planning Association
Diploma of Financial Planning, 2004   

SMSF Association
SMSF Specialist Adviser Accreditation, 2014

Thought Leaders Business School
Thought Leadership Training, 2014-2015

The Langley Group Institute
Diploma of Positive Psychology, 2018-2019

Memberships & Affiliations

  • CPA Australia member
  • NTAA member                                                  
  • SMSF Association                                              
  • Spectrum Wealth Advisers                                              
  • Tax Practitioners Board

Leadership & Business Training

  • Landmark Education 
  • Matt Church
  • Sarah Cornally
  • The Radiant Group 
  • The Fortune Institute - Siimon Reynolds
  • Barbara and Terry Tebo
  • Authentic Education - Benjamin Harvey
  • London Real Academy - Brian Rose
  • Institute of Executive Coaching - John Matthews
  • Angela Heise 
  • Sandler Training 
  • Australian Business Women's Network - Suzy Dafnis
  • Athena Network - Suzy Jacobs
  • Australian Executive Women's Network

Susan is a strong, confident and extremely knowledgeable leader in the area of finances. What I admire most about her is her dedication to growth and learning; because of her dedication to that feat, she will always come back with more and better information, insights and teachings for you. I will not pass up an opportunity to learn from her.
— Mary Alexandra, Feminine Strong Academy
Susan is open minded, well informed and skilfull. She consistently impresses me with her passion for her work and the quality of her advice. Her knowledge and expertise is underpinned by her commitment to continuous learning to ensure she delivers the best value to her clients.
— Sarah Cornally, Culture Transformation Adviser
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