Mary Hart

Valorton Private Wealth Pty Ltd

19 Yrs Experience
Sydney, NSW 2000

This year, we all had to deal with COVID-19.  We end up having to really reflect on our core value for life, who I really can and willing to help.  Ultimately making my service as essential not discretionary.


In the past few months, I have no single existing client cancel my ongoing services.  I received more referrals from past colleagues and clients than 2019 when I started my own business in total.  Good advice in time like this is more valuable to clients. 


I am one of those fortunate advisers who managed to pass all legislative requirements who can still claim to be a qualified adviser beyond 2022 (Passed all exams and course).  My 17-year industry experience is valuble to my clients.


My ideal clients?  If you suffered life events like illness, divorce or going through tough time, I am here to assist. 

If you are professionals who is great in your own fields earn great income but is frustrated that you still didn't reach your desired life style, I am here to assist. 

If you are open-minded and willing to take extra steps to achieve your goals, I am here to assist.


80% of my clients are brilliant in their own field.  They wish to engage with someone who can speak their language, who don't waste their time but put their interst first.   If you are one of them, please call me on 0466986398.


  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Once we had initial meeting to establish your goals, collect some financials, determine scope, I can provide fixed fee for advice based on time spent with you, doing research, consider strategy and select appropriate product.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.88
  • Number of reviews 8
  • First year providing advice 2005
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Valorton Private Wealth Pty Ltd

MLC Centre, Level 57, 19-29 Martin Pl
Sydney, NSW 2000

Opening hours

  • 8:00am – 4:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Akambo Financial Group

AFSL 322056