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Profiles

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).

Email : susanna@stuartcarlyon.co.nz

 

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).

Email : deborah@stuartcarlyon.co.nz

 

Mark Patton has experience across an extensive range of financial services since 1995. Mark spent six years as CEO of Jacques Martin (Part of ASB Group), followed by ten years’ banking experience as a member of the National Bank of NZ Retail leadership team and with ANZ’s Institutional division.
 
Mark joined Stuart Carlyon in February 2017 and a year later became a partner. He thrives on bringing clarity for clients on their unique financial situation. He holds a Bachelor of Commerce Honour degree and an Executive MBA. He is a past Director of the ANZ-National Bank Staff Superannuation Scheme and has volunteered as a small business mentor. Mark is a member of Financial Advice New Zealand (FANZ) and an Authorised Financial Adviser (AFA).