Susanna Stuart has an extensive background in finance including the money markets, share broking and trustee services extending back to 1980. She has been a personal adviser since 1986 and before setting up Stuart + Carlyon in late 2004, worked at PricewaterhouseCoopers for 11 years and has a deep knowledge of financial issues affecting clients. Susanna had a regular money column for Next magazine from 1996 to 2012 and is author of “Your Family Fortune – Money Strategies for You and Your Family” and "Start Talking Cents." She was a board member of the Surf Life Saving Northern Region from 2004 - 2014. Susanna currently serves as a trustee of the Northern Lifeguard Services Trust. In May 2018, Susanna was appointed as a lay member of the Lawyers and Conveyancers Disciplinary Tribunal.
Susanna is a Certified Financial Planner (CFPCM) and a member of the Institute of Financial Advisers (IFA). She is an Authorised Financial Adviser (AFA).
Deborah Carlyon has provided personal financial advice since 1988 first as a senior financial adviser in banking followed by ten years at accounting firm PricewaterhouseCoopers. The decision to co-establish a new financial advisory service in 2004 comes from her belief in taking a client focus rather than product focus. Deborah has appeared with Susanna on the TV One programme “Money Doctor.” Deborah appeared dispensing advice on the last "Fair Go Money Special" and has provided financial comment on more recent shows.
Deborah is a Certified Financial Planner (CFPCM) and a member of the Institute of Financial Advisers (IFA). She is an Authorised Financial Adviser (AFA).
Donna McIntosh began work as a secretary in the accounting industry in 1984 to 1986 with Coopers & Lybrand, London. She then returned to NZ and started working for Coopers & Lybrand in Auckland from 1987 which then merged with Price Waterhouse and became PricewaterhouseCoopers. Donna worked in the Financial Advisory Division as secretary to the Partner and worked with Susanna and Deborah for six years before joining them in 2005 when they started up their own business.