ABOUT | South East Financial

About South East Financial Group

EXPERIENCED | GOAL-ORIENTATED | ETHICAL ADVICE

Founded in 2019, South East Financial Group was created by co-founders Shane and Suzannah, two experienced advisers with a vision to reshape the way Australians experience financial planning.

Having worked together since 2015, Shane and Suz recognised a need for financial advice that was more personal, more ethical, and more empowering. From this vision, SEFG was born: a firm built on client-focused, holistic financial advice designed to guide people towards financial freedom on their terms.

We proudly support individuals, couples, families, and small business owners across Australia, providing clear, tailored strategies that help turn financial goals into reality.

We proudly support clients Australia-wide, offering flexible meetings via video, phone, or face-to-face by appointment. Office location is 81 Watt Road Mornington, VIC 3931, located in the heart of the Mornington Peninsula.

SUZANNAH GILARDI

DIRECTOR | FINANCIAL PLANNER

Suzannah is passionate about transforming the financial planning experience, making it more personal, practical, and values-driven. Friendly, family-focused, and deeply committed to her clients, she helps turn dreams into goals and goals into action.

By understanding what truly matters, your lifestyle, family, and priorities, Suz creates tailored strategies that align with your values. She is committed to delivering a financial advice experience that’s personal, empowering, and genuinely life-changing.

Check out Suzannah's Financial Services Guide

SHANE DEBERNARDI

DIRECTOR | MORTGAGE BROKER | CERTIFIED FINANCIAL PLANNER

Delivering advice with extraordinary technical expertise in all areas of finance, you will want Shane to be a part of your professional financial team. His calming nature, loyalty, dedication and supportive approach is paramount to all of his clients success, and helping you manage your money mindfully. He is setting the standard for the modern day Dad, balancing home life at the same time as helping clients to achieve their own financial life dreams and living the best version of their life. Good times, health, family and leaving the world a better place underpin his life roadmap.

Check out Shane's Financial Services Guide

Why choose South East Financial Group?