Helping Clients Every Step of the Way... Hello Susan
Susan joined Pinnacle in August 2026 as a Client Services Manager, bringing with her extensive experience across both the mortgage broking and financial services industries. She began her career in mortgage broking before taking a career break to raise her family, returning to the workforce with a passion for supporting clients and advisers alike.
Since 2018, Susan has built a career in financial services administration, providing valuable support to advice teams and helping ensure a seamless experience for clients. Her broad industry knowledge, combined with her strong attention to detail and efficient approach, makes her a trusted and dependable member of the Pinnacle team.
Known for her bright and bubbly personality, Susan enjoys working closely with clients and colleagues to deliver outstanding service. Susan thrives in a collaborative environment and takes pride in helping things run smoothly behind the scenes while supporting great client outcomes.