Principal Adviser | Authorised Representative and Quality Advice Accredited
CFP®, BA, DipEd, DipFP
Maree has been providing tailored financial solutions to a broad range of executives, professionals and business proprietors since 1990. Maree completed her Diploma of Financial Planning in 1991 and has been a Certified Financial Planner ®(CFP) since 1994 and Quality Advice Accredited since 2002.
With over 20 years experience, Maree understands that every client is unique, so she supports you with a personalised financial plan built around you and your family’s priorities, aspirations and lifestyle. She also believes it’s essential to actively manage your wealth, staying one step ahead of volatile markets and your own changing needs. In a globalised world where plans and aspirations can be impacted by events beyond your control, astute planning that provides flexibility and strategic evaluation is necessary to protect and grow your wealth for the future whilst helping you enjoy it in the present. That’s why Maree works in partnership with you.
Utilising fee for service only, Maree’s strong technical skills and on-going research facilitate the provision of proactive advice and on-going service that helps you navigate the challenges and build on your success.
Over the past decade, Maree has developed a particularly strong reputation for her knowledge and expertise in advising executives and managers within the University sector and is considered a specialist in this area.
Client Services Manager & Paraplanner
Ashleigh joined our team in October 2014, taking on responsibilities in Client Services and Paraplanning.
Ashleigh is currently completing a double degree Bachelor of Laws and Bachelor of Commerce (Accounting), as well as a Diploma of Languages in German at the University of Adelaide and a Diploma of Financial Planning.
Sarah joined the team as a Paraplanner in January 2017 to assist in the preparation of advice documents.
She is also completing a double degree Bachelor of Laws and Bachelor of Commerce (Accounting).