Susie Vincent CFP®
Chief Executive Officer • Goldsborough Financial Services
Susie Vincent is a CERTIFIED FINANCIAL PLANNER® professional and the CEO of Goldsborough Financial Services, a financial planning firm in Adelaide with 21 staff members, including 9 advisers.
She started her career in financial planning in 1989 as a general office assistant in one of the first independent financial planning firms in Adelaide. She then worked in administration with an insurance company and later as a BDM with MLC.
In 1997, she joined Goldsborough as a paraplanner, a new role at the time. Her role gradually expanded to include compliance for the AFSL, Xplan and systems, and she became the inaugural CEO and a shareholder in 2013. Over many years incremental changes to Goldsborough’s pricing had been achieved. Susie had all the other shareholders and advisers at Goldsborough on board with the need for these changes and developed a fee calculator which: reflected the ‘Goldsborough Way’, closely aligning the value the clients received with the fees they paid. The following year, the project was to review each ongoing service client’s pricing and transitioned to the new arrangement.
She enjoys the challenges, opportunities and team spirit that working at Goldsborough has offered her for many years.
She started her career in financial planning in 1989 as a general office assistant in one of the first independent financial planning firms in Adelaide. She then worked in administration with an insurance company and later as a BDM with MLC.
In 1997, she joined Goldsborough as a paraplanner, a new role at the time. Her role gradually expanded to include compliance for the AFSL, Xplan and systems, and she became the inaugural CEO and a shareholder in 2013. Over many years incremental changes to Goldsborough’s pricing had been achieved. Susie had all the other shareholders and advisers at Goldsborough on board with the need for these changes and developed a fee calculator which: reflected the ‘Goldsborough Way’, closely aligning the value the clients received with the fees they paid. The following year, the project was to review each ongoing service client’s pricing and transitioned to the new arrangement.
She enjoys the challenges, opportunities and team spirit that working at Goldsborough has offered her for many years.