I have been a Financial Adviser & Certified Practising Accountant for 16 years and I love working with preretirees and retirees.
My clients have become my friends and we have very close relationships.
I also am passionate about educating my clients in finance so they really understand their investments and ask questions.
My newer clients are the younger generation saving for their first home. I teach money skills such as budgeting and cashflow that they may have not had the advantage of learning or understood how this affects their life forever.
Maryanne helped me place my savings in the First Home Super Saver scheme which was more tax effective for me and is helping me to save for my first home. Together we created a 3 year strategy which will allow my to buy my first home to live in. I like the fact that Maryanne worked with me and we developed the strategy to suit my budget and also to allow for unforeseen changes in my financial situation. I can highly recommend Maryanne if you are saving for your first home. Trinity
I came to Maryanne as I had been referred by a friend. Being a very nervous person Maryanne made me feel at ease and has educated me in finance along the way. My assets were slightly restructured to give me a higher Newstart payment until I reach my Age pension age.
Maryanne really helped me sort out my super so I could get more Centrelink pension.
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2005
- Years of experience 18
- Bachelor of Commerce (Accounting)
- Bachelor of Economics
Fiducian Financial Services TownsvilleUnit 5, 15-17 Castlemaine St
Kirwan, QLD 4817
- 9:00am – 4:00pm Monday – Saturday
- In person
Fiducian Financial Services Pty Ltd