“Mary nursed us through a very difficult and stressful experience when we exited our previous financial advisors and SMSF. Always quick to respond, and extremely professional with her expertise and guidance. We are now up and running and benefitting from our association.”
Meet Mary Favelle
I absolutely love what I do. Helping clients prioritise goals and set real plans to achieve them. Helping clients build confidence and have a positive relationship with money.
It doesn’t matter if your are starting out or starting over, it never hurts to have expert support to assist you with strategies to protect and maximise your income and wealth. Most importantly, I work for you, the client, not a financial institution, insurance company or superannuation fund. No conflicts of interest, no hidden fees, commissions or kickbacks, just good, honest advice in your best interest.
I strive to provide clients with investment and insurance portfolios that match their personal ethics and financial risk tolerance.
I have been a financial planner since 1998. I have advised clients through years of volatility, including the Tech Wreck, the aftermath of 9/11, the Global Financial Crisis, and the Covid19 crisis. I am very experienced and my professional qualifications are far beyond what is required by law in Australia.
Masters Degree in Financial Planning
Bachelor Degree in Applied Economics
Post Graduate Diploma in Applied Finance and Investment
FASEA Exam and ethics course graduate
Accredited by the Tax Practitioners’ Board (TPB)
Practitioner member of the Association of Financial Advisers (AFA)
“Very happy—great advice and great to work with someone with great integrity. I would recommend Mary’s assistance to my friends and family.”