With more than 20 years experience in Financial Services, Maria specialises in partnering with pre-retirees and retirees, providing them with the guidance, trust and empathy they need to achieve their financal and lifestyle goals.
We have been clients of Maria's for many years. Her language is always very clear, and whether she is dealing with our superannuation, out of superannuation assets and debts, or insurances, she is extremely helpful. We have followed her from one company to another because we trust her advice. We feel that she makes or saves us money on every visit. We most highly recommend Maria.
I have been a client of Maria's over many years and I have the utmost confidence in her ability and financial knowledge. She is highly professional, personable and insightful in taking the time to listen and truly seek deep understanding of your financial situation and what you need her help with. Her advice is strategic and well researched and she takes the time to tailor a truly bespoke plan for your unique situation. Unlike many people working in Finance, Maria is deeply respectful of your personal situation and able to take the time to explain all aspects of her advice. Working with Maria is a key step for me as a woman having a realistic financial plan that empowers my decision making.
Maria is a joy to work with due to her demonstrated enormous financial expertise and knowledge, her calm demeanour and practical approach to financial advice. As someone who has to take their shoes and socks off to count, I absolutely rely on Maria to support me with financial decision-making and more recently, the effective strategies to investing and transitioning to retirement. I highly recommend Maria.
As a new client I am really only starting to get to know Maria. So far everything seems positive and I have high hopes for our future dealings.
I always enjoy my appointments with Maria. She addresses all my concerns and understands my needs. She has readily rearranged my portfolio so that my goals will be reached.
- Adviser status Platinum
- Number of reviews 14
- First year providing advice 2001
- Years of experience 22
- Master of Applied Finance
United AdvisorySuite 2, Level 10, 56 Pitt St
Sydney, NSW 2000
United Advice Pty Ltd