Susan O’Neill’s background spans mortgage broking and financial planning, giving her a broad, practical perspective. She focuses on helping clients feel informed and confident as their financial needs evolve.
Susan O’Neill’s background spans mortgage broking and financial planning, giving her a broad, practical perspective. She focuses on helping clients feel informed and confident as their financial needs evolve.
With over 20 years of experience in the financial services industry, Susan O’Neill brings a wealth of knowledge and expertise to her role as a Financial Planner. Beginning her career in mortgage broking in 2003, Susan has honed her skills across a variety of roles, including supporting large broker teams, managing post-settlement queries, and bookkeeping. Her 14-year tenure at Inovayt further solidified her reputation for delivering exceptional service and results. Having recently completed post graduate studies, Susan now focuses on helping clients navigate their financial journeys.
Known for her meticulous attention to detail and client-first approach, she delivers tailored financial advice in areas such as investment, superannuation, retirement planning, and cashflow management. Susan’s broad experience and commitment to client success ensure that each of her clients receives thoughtful, strategic guidance to achieve their financial goals.
Susan’s expertise spans a broad range of specialities. Her career began in mortgage broking, but as a Financial Planner at Inovayt – an industry-leading holistic financial firm – Susan’s advice has evolved to cover all areas of financial wellbeing. From helping clients grow their wealth through investments to maximising superannuation and planning for retirement, Susan’s guidance is built on deep industry knowledge.
Her specialities in cashflow management, debt reduction, and family planning reflect Inovayt’s commitment to providing comprehensive, lifelong financial solutions. Susan’s diverse expertise ensures that no matter where clients are in their financial journey, they’re empowered to make confident, informed decisions.
Susan believes in empowering her clients with the knowledge and tools to take control of their financial future. Her philosophy centres on delivering clear, personalised solutions for every financial decision – from building wealth and managing debt to planning for retirement and protecting what matters most.
By focusing on long-term, lifetime financial solutions, Susan ensures her clients are prepared for every stage of life, helping them make confident decisions that support their goals today and into the future. Financial success, in Susan’s view, comes from a blend of expert advice, strategic planning, and continuous support.
“While I typically avoid surveys, I felt compelled to acknowledge Susan’s exceptional professionalism during our annual review. They surpassed expectations by providing insightful guidance on personal finances and outlining constructive resolutions for the future. Her advice extended beyond just me; they also offered valuable insights into future aspirations and long-term goals that will positively impact my family. Kudos to Susan for her outstanding work – I eagerly anticipate our next review! I couldn’t let Susan’s professionalism go unnoticed at our yearly review. The team went above and beyond on giving advice on personal finances and resolutions moving forward. My loan was never part of the conversation however they have referred me to an internal loan within the company to talk through next steps and actions. Not only for myself, they also gave advice on future and long term goal aspirations that will benefit my family in the years to come. Great work Susan- looking forward to our next year!”
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