Mary Hart

Valorton Private Wealth Pty Ltd

Gold
17 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.

Expertise

  • Superannuation
  • Insurance Protection
  • 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 4.75
  • Number of reviews 6
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Valorton Private Wealth Pty Ltd

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

Licensed by

Akambo Financial Group

AFSL 322056

4.75
6 Reviews
5
4
3
2
1
4.60
Clear communication
4.60
Knowledge & expertise
5.00
Customer care
4.85
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"Mary has consistently worked hard to keep us updated on our investment performance and is very responsive to our approach for advice."

  • Insurance Protection
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are very happy to have had a longstanding relationship with Mary Hart, she communicates extremely well with us and is well versed in making sure we understand the current financial climate, We would be happy to recommend Mary to any of our family or friends."

  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mary has given me advice in areas including Self Managed Super Funds and Family trust.Mary was usually able to explain things to me in a clear way. Through Mary's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Mary's full care and attention when I needed it."

  • Self Managed SuperFunds
  • Complex Investments
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mary has been my adviser for several years. She’s always available and attentive to my particular needs"

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mary has been a guiding light for us regarding management of our retirement planning and distribution of investments. She is competent, trustworthy and likeable. We confidently recommend her and consider ourselves fortunate to have her services."

  • Government Assistance
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mary provided excellent advice prior my retirement, and continues to do so for my ongoing investments and superannuation. Mary always offers financial products that she feels may be a fit for me and my family. We have discussed estate planning but at this time have decided not to move down this path. If I have any concerns or not quite understand a point of our discussion, Mary takes the time to endure that we are always on the same page. I am more than confident that my portfolios are in the best of hands with Mary as my adviser."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Education

Level
7 - Bachelor Degree
Institution
East China Normal University
Completed
1992

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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