At Sovereign Wealth Financial, we are dedicated to providing professional wealth services that help our clients at every stage of life. We understand that financial planning can be complex and overwhelming, which is why we take a personalised approach to our advice.
Our goal is to empower our clients with the knowledge and tools they need to make informed financial decisions and achieve their unique goals. We were founded on the belief that financial planning is not just about building wealth, but about creating a better life for yourself and your loved ones, and we're committed to helping our clients achieve financial freedom and security.
Meet The Team
Suzie is an experienced financial planning professional with over 26 years of experience in the industry. She holds a Master of Financial Planning, as well as accreditation in Self-Managed Super Funds, Margin Lending, and is a Tax (Financial) Adviser.
Suzie is passionate about helping her clients achieve their financial goals and improve their financial health. She is committed to providing personalised solutions that meet the unique needs of each individual client. Suzie takes pride in building strong relationships with her clients, and works closely with them to understand their financial priorities and develop strategies that align with their goals.
When she's not working with clients, Suzie enjoys spending time with her family and friends, and can often be found on the water, or planning her next holiday. She believes that a healthy work-life balance is essential to overall wellbeing and strives to help her clients achieve their own balance through sound financial planning and management.
Kevin Owen is a highly experienced financial services professional with over 40 years of industry experience. He is currently serving as a Director, providing general advice only.
With a deep passion for financial planning, Kevin has dedicated his career to helping individuals and families achieve their financial goals. He has a wealth of knowledge and expertise in the industry and is committed to staying up to date on the latest trends and developments.
In his current role, Kevin has moved to a general consulting role with no advice provided directly to clients. However, he continues to play an active role in the financial services industry and is dedicated to mentoring and coaching the next generation of financial planners.
When he's not working, Kevin enjoys spending time with his family and friends, playing golf, traveling, and spending time on his boat.