Marybeth Banks

Mb Financial Group

Silver
19 Yrs Experience
Maroochydore, QLD 4558
With over 10 years working within the Finance industry, I am very passionate about my role, really enjoy working with clients and love the relationships that I have built over the years from strangers to friendships.  Throughout my career I have had the opportunity to work within various organisations that provided holistic advice that has allowed me to extend my knowledge across all aspects of the Finance world. From Superannuation, to Salary Packaging and to recently the Mortgage side of the business.  I love this industry, I love what I do and I have the desire to continue providing holistic Financial Advice to help my clients achieve every success possible.   I see my main role as one of financial and lifestyle coach. To help guide and support throughout the various issues and decisions that need to be made.  To manage, drive, action and implement.  I really do care!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 5.00
  • Number of reviews 4
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Diploma of Financial Planning
  • Language spoken
    • English

Mb Financial Group

Suite 5, Holbrook House, 48-50 Sugar Road
Maroochydore, QLD 4558

Opening hours

  • 7:00am – 8:00pm Monday – Friday

Licensed by

Australian Mortgage And Financial Advisers Pty Ltd

AFSL 389206

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

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5.00

"Marybeth has been lovely to deal with and extremely easy to talk to. Sometimes busy, but always makes the point to respond as she can and well worth the wait."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"So easy to talk to and makes the feel in the room so casual. Very different to other advisers I've seen and couldn't recommend the services enough."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Very professional! I would 100% recommend mb financial group to anyone! Mitch 4558"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Kara 4558 Met with Marybeth and she made me feel that I didn't have to worry anymore as she was going to be there to support me in my decision making no matter what."

  • Superannuation
  • Insurance Protection
  • Borrowing
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Marybeth Banks profile photo

Marybeth Banks responded on December 2015

"Hi Kara, Thank you for your kind words. Looking forward to our next meeting. Here if you need me - thank you."

Showing reviews 1—4 of 4

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2011

Diploma of Finance and Mortgage Broking Management

Level
5 - Diploma
Institution
Australis College (prev Intellitrain)
Completed
2013

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Member
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