“I love horses too and ride when I can.” Suzanne Duncan

 

ABOUT ME

 

Suzanne, principal of Financial Harmony, knows that her 40 plus years in financial circles in some of Australia’s majors of commercial and government leaves her with high capabilities to manage her boutique broking business. She is a qualified CPA, also holding her Masters in Accounting and a Bachelor of Social Science (Psychology. Suzanne believes in the old fashioned customer service, “treat people as you wish to be treated”.  ‘Holding your hand all the way’ is Suzanne’s credo. She can take you through every step of the application process and will answer your queries promptly and guide you through the process.

 

“I understand you need to get through to the next stage of your life” said Suzanne.

 

She believes in personally managing her clients.

 

“I don’t want to get too big that I can’t manage the work. People like to know that you have your eye on the ball and that’s how I’ve always operated”, Suzanne commented.

 

Suzanne’s boutique-style is like having a long relationship with a good friend. With a resume that speaks of roles of CFO, Suzanne has continued her big business connections and networks. Supportive consulting surrounds Suzanne and her associated business network in finance, accounting and tax remains.

 

Like all major life changes, moves and relationships, Suzanne has had her own life struggles and has compassion to know where you are at or, would like to be in your life, and has loads of listening skills. Suzanne can assist you with all of your financial needs. She holds accreditation with all major banks and up to 40 lenders. Experience you can trust.

 

Suzanne shares her time between Sunshine Coast and Kilcoy with her husband who is fourth generation beef cattle producer. Suzanne understands the challenges of small business and has had decades of experience on cattle and horse properties in both SA and QLD.

cpa_logo

Suzanne Duncan

Bachelor Social Science (Psychology) (November 2020)

MPA – Master of Professional Accounting (April 2005)

CPA – Certified Practising Accountant (July 2008)

Dip. FMBM (Diploma of Finance Mortgage Broking)

mfaa-accredited-finance-broker

MFAA – Mortgage & Finance Association of Australia

JP (May 2014)

NTAA – National Tax and Accountants’ Association

AIM – Australian Institute of Management

AFCA – Australian Financial Complaints Authority

Credit Rep No. 449366

Finance and Mortgage Broking