Shayley Suwald
Financial Adviser
Shayley Suwald – Financial Adviser
Shayley joined Invest Blue in 2021 as a Financial Adviser. Prior to joining Invest Blue, she worked as a Financial Adviser for Pinnacle Financial Services and has been working in the financial service industry since 2013; gaining experience through various roles.
She loves getting to know her clients, what interests them, and how she can help them achieve their goals so that they can live their lives to the fullest while not needing to stress or worry about their finances.
Outside of work, Shayley loves being outdoors and likes to go surfing, snowboarding, and camping. When the weather isn’t great you can find her inside painting or making ornaments out of clay.
Areas of Specialty
- Investment Strategies
- Budget and Cashflow Management
- Debt Management
- Salary Packaging
- Superannuation Strategies
- Retirement Planning
- Personal Insurance
- Estate Planning
- Centrelink and other Government Benefits
Qualifications and Professional Accreditations
- Diploma of Financial Planning
- Adv Diploma of Financial Planning
- Cert IV in Finance & Mortgage Broking
- Most Trusted Adviser 2023
Studying
- Bachelor of Commerce, Majoring in Financial Planning
