Suzanne Baldwin

Practice Manager, Financial Planner

Suzanne joined our team in February 2020 as our Practice Manager and one of our Financial Planners.

Her role primarily emcompasses oversight into the general management of Ethical Investing NZ operations and the responsibility of providing outstanding service to our wonderful clients. As a Financial Planner, Suzanne is a strong believer in the importance of financial wellbeing and how providing good financial advice and partnership empowers people to reach their lifetime goals. She has a particular interest in helping women to navigate life changes and grow their financial confidence and wellbeing along the way.

She has worked in the financial services industry for over 20 years and held the internationally recognised designation of Certified Financial PlannerCM since 2010. She is an Accredited Investment Fiduciary AIF®, a practitioner member of our professional body, Financial Advice NZ, and a member of the NZ Institute of Directors.

With having extensive experience in both operations and advisory roles, she brings a unique and valuable skill base to Ethical Investing NZ.

Outside of work, Suzanne and her husband Paul have 2 wonderful daughters who are currently navigating their way through university degrees. She has a love of sewing, getting out and about walking her 2 dogs and just a ‘slight’ addiction to good coffee.

Suzanne Baldwin

Meet the rest of our team

Peter Lee Director, Financial Planner

Peter Lee

Director, Financial Planner
Mark Holtom Director, Financial Planner

Mark Holtom

Director, Financial Planner
Larry A Stead Financial Planner

Larry A Stead

Financial Planner
Dal Jandu Financial Planner

Dal Jandu

Financial Planner
Francesca Snell Operations Manager

Francesca Snell

Operations Manager
Steve Mascarenhas Client Support Co-ordinator

Steve Mascarenhas

Client Support Co-ordinator

CFPCM are registered certification marks and CERTIFIED FINANCIAL PLANNERCM is a common law certification mark owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Advice New Zealand Inc is the marks licensing authority for the CFP Marks in New Zealand, through agreement with FPSB.