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Susan Robertson

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Background

Susan has been with Liston Newton since early 2008, in her role as Financial Advisory Services Manager she is responsible for the day to day operation of the growing Financial Advisory services department . The role includes in a range of administrative tasks with an emphasis on Statement of Advice preparation, ensuring the firm is meeting its compliance obligations, business development and client services.

Susan has over 10 years of experience in Administration, has trained as a psychiatric nurse and is registered with The McQuaig Institute as an interpreter of psychometric profiling and behavioural questioning.

Away from the office, Susan enjoys going to movies, is a keen Tigers fan and is either planning or enjoying international travel.

Qualifications

Certificate IV in Financial Services
Advanced Compliance Management
Advanced Certificate in Commerce
Certificate of Business Studies
“Be attentive to details, do the best you can every day, if it is worth doing, do it right”
Susan Robertson
Financial Advisory Services Manager

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