Maria Dyson

United Advisory

Platinum
21 Yrs Experience
Sydney, NSW 2000
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.

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 4.95
  • Number of reviews 13
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Master of Applied Finance
  • Language spoken
    • English

United Advisory

Level 10, Suite 2, 56 Pitt St
Sydney, NSW 2000

Licensed by

United Advice Pty Ltd

AFSL 523332

4.95
13 Reviews
5
4
3
2
1
4.90
Clear communication
5.00
Knowledge & expertise
4.90
Customer care
4.90
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"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."

  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Maria spent time with me explaining the ins and outs of financial planning. For a novice like me her clear language and guidance is fantastic."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I FEEL COMFORTABLE WITH MARIA SHE IS PROFESSIONAL AND KNOWLEDGEABLE AND I FEEL SHE HAS MY BEST INTEREST AT HEART."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Maris is highly responsive and always available to answer questions. She is patient and caring and is devoted to her clients and to their wellbeing. I would recommend her to my closest friends and family as someone in whom they could place their trust."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Maria has been my financial adviser for many years and her advice is always thoughtful and professional."

  • Superannuation
  • Retirement & Pension
  • Socially Responsible
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I'm very happy with Maria's knowledge, expertise and support through our financial strategies. She is down to earth and very approachable, you'd be lucky to have her as your advisor."

  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We are very happy with Maria, she is pleasant and very knowledgeable."

  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

Qualifications & Training

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
SMSF Association (SMSFA)
Completed
2018

Master of Applied Finance

Level
9 - Masters Degree
Institution
Kaplan Professional
Completed
2014

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2019

Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2005

Professional Memberships

SMSF Association (SMSF)

Membership type
Associate

Tax Practitioners Board (TPB)

Membership type
Member
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