FCPA (FPS), CFP®, BA Bus (Acc)

Managing Director and Representative

Suzanne has over 30 years experience in the accounting and financial services industry and has been a practicing financial adviser for 30 years.


She founded BFG in 1990. With her team, Suzanne has built the business and now BFG advises over 500 clients on their financial, accounting and taxation needs.

Suzanne is a passionate advocate of fee for service instead of accepting commissions or asset-based fees from fund managers. This ensures that there are no biases when she or her team provides financial advice. Under the tough regulatory regime, BFG Financial Services is one of a few practices that qualify as independent.

Many of Suzanne’s clients are professionals. She specialises in wealth accumulation strategies, investment and superannuation advice and salary packaging. As her clients near retirement age, her expertise also covers retirement pre planning and aged care.

To contribute to the wider finance community, Suzanne has been involved at governance and committee level with leading accounting body, CPA Australia. She has also been a member of the Accounting and Ethical Standards Board Task Force to assist with the development of APES 230 which is the Accounting Standard for Financial Advisory Services.

Suzanne is a regular commentator on financial advice issues in the Australian media.




Director and Representative

Broderick is a director and shareholder of BFG and has been with the practice for over 20 years.


He sees a wide range of clients from young/senior professionals to retirees and enjoys tailoring strategies to meet their personal financial needs and goals that will lead to financial security and independence.

Broderick and the team provide advice across a range of issues including superannuation, wealth accumulation, investment, tax planning, aged care, insurance and loan structuring.

BFG’s full independence under the law, means any strategy developed by Broderick and the team will have no biases or conflicts to ensure that the strategy is and always remains the key issue.

Broderick gained his qualifications at Sydney, Macquarie and Deakin Universities and is a Certified Practicing Accountant (CPA) and Certified Financial Planner CFP®.   He is also an accredited Mortgage Specialist.



Adviser and Representative

Sue has been with BFG for over 20 years and specialises in providing ongoing service to existing clients across all financial service areas.


She is an integral part of the team with a focus on many of the technical financial aspects of client business. This includes implementing and monitoring client strategies, arranging the purchase/sale of investments, providing investment advice to clients, preparing financial strategies and is often the first point of contact for client queries.

Prior to joining BFG, Sue held a management position with a large Credit Union that involved the financial aspects of client banking and investment.

Sue attained her Diploma of Financial Planning through Deakin University and is an active member of the Financial Planning Association. She is also a Justice of the Peace.



GDipFinPlan Deakin, BCom Macquarie
Adviser and Representative


Michael has been a key member of our team during his 5 years with BFG. In his capacity as a Financial Adviser, Michael provides advice to both new and ongoing clients across a broad range of issues.


He believes that taking small steps now creates the path to future financial success. Michael enjoys planning and walking that path with clients to give them financial peace of mind.

Operating under BFG’s independent, ‘fee for service’ model, Michael and the team deliver high quality independent financial advice to achieve our client’s goals and objectives


Tax Adviser

Tim Lehnis is a Tax Adviser at BFG Financial Services, where he manages client accounting and taxation services.


During his 5 years with BFG he has assisted clients in a taxation and advisory capacity. Tim previously gained experience as a tax consultant for ITP.

Tim’s responsibilities include tax and financial reporting and compliance for Companies, Partnerships, Family Trust and Self-Managed Superannuation Funds.