Suzy Mesic

Suzy’s finance foundations
It was the early 2000s when Suzy’s spark for financial planning was permanently ignited. She had linked her recently redundant father up with a financial adviser she knew from working at the CBA and witnessed firsthand the lifechanging effects it had on her parent’s financial position.  In that experience, she knew that she wanted to pursue financial planning as a career to help others the same way that adviser had helped her parents.
Already a busy mother of three young daughters and working part time at a bank, Suzy’s incredible dedication saw her study at night with the precious few hours she had to obtain her Diploma and Advanced Diploma in Financial Planning.
That same level of dedication has never wavered since the first day she became an adviser in 2008 and has carried all the way through to the Coastline Advice team in 2025. 
Suzy’s approach
Suzy takes a personal approach to all her clients in getting to know them as people, understanding their needs, wants, and goals, and painting the whole picture to give tailored advice. She is driven by the peace of mind her clients achieve in reaching their financial goals and being able to choose when and how they retire on their own terms.
She loves the team she works with and considers them extended family, sharing the same values and personal touch given to clients in every experience they have.
What people say about Suzy
Suzy is known for her high level of professionalism from her appearance to her services. Her clients describe her as caring, understanding, knowledgeable, and refreshingly funny.
Suzy’s interests
Suzy’s family are her pride and joy. Alongside her husband, Rob, they love spending time with their three daughters and newly arrived granddaughter with whom they’re all smitten.
As a Torquay local, you’ll find Suzy taking a walk along the beach most days. She loves to travel and spend as much time with family as she can. 
Did you know?
Suzy has completed 4 half marathons! she can.