Infocus Advisory - Sunshine Coast
Level 2, Cnr Maroochydore Road & Evans Street,Maroochydore, QLD, 4558
phone 07 5318 9100 emailadvisory@infocus.com.au languagehttps://www.infocusadvisory.com.au
Request a callback Book an appointmentOur team
Erica Jackson
Senior Financial Adviser
ContactErica is a Senior Financial Planner in the Sunshine Coast office of Infocus. She has been working in the financial services industry since 1994, as a Financial Adviser since 1999 and a Certified Financial PlannerTM (CFP®) since 2006. CFP® is the highest level of certification that a Financial Adviser can achieve. The CFP® mark represents standards of excellence and demonstrates commitment to financial planning.
Erica’s focus is to deliver greater certainty to clients’ financial lives by getting to know her clients, identifying their financial and lifestyle goals, determining appropriate strategies to put in place and then meeting regularly to review the plan and to fine tune it to ensure that the client/adviser relationship is a long and successful one.
Erica is skilled in wealth creation, cashflow management, debt reduction and retirement strategies. She prides herself on being able to make things simple for clients so that they can clearly see how they will meet their individual goals for the future.
Susan Brooker
Senior Financial Adviser
ContactSusan is dedicated to helping individuals and families achieve their financial goals and plan for a secure future. With over 20 years of experience in the financial services industry, Susan has developed a deep understanding of the challenges that clients face when it comes to managing their finances.
Susan takes a comprehensive approach to financial planning, working closely with clients to develop personalised strategies that are tailored to their unique needs and goals.
Whether clients are starting out, starting over, planning for retirement, wanting to protect their loved ones & lifestyle, or looking to build wealth for the future, Susan provides expert guidance and support every step of the way.
With her extensive knowledge in financial planning, Susan demonstrates unwavering dedication to delivering exceptional client service. She actively engages with clients, listening to their concerns, addressing inquiries, and equipping them with the necessary information to make well-informed decisions regarding their financial matters.
Susan holds a Masters in Financial Planning and is a member of the Financial Planning Association (FPAA). She stays up-to-date on the latest developments in the financial services industry through rigorous professional development and learning each year.
When Susan is not working with clients, she enjoys spending time in nature, pottering around the house or going to the movies. Whether it’s hiking in the mountains, on the golf course or spending time with family and friends, Susan believes in living life to the fullest and helping clients do the same.