Want free master classes from big-hearted heroes?
Want free master-classes from big-hearted heroes?
Helping you reach your dreams, spend time on what is meaningful to you and make the world a better place. Helping you align your super and investments with your values through ethical investment.
Mary provides strategic financial advice to help you to achieve your goals which may include:
* Live the lifestyle you want
* Align your super and investments with your values
* Organise your super
* Grow your wealth
* Buy your new home
* Look after your family
* Pay off your loans
* Pay for children’s education
* Have an enjoyable retirement
* Reduce your work hours
* Complete additional study
* Pay off the mortgage
* Donate to charity
* Leave a positive legacy
Mary has over 10 years professional experience working for a number of leading ethical investment companies including Australian Ethical Investment, Uniting Financial Services and Ethical Investment Services. Mary has a Bachelor of Commerce in Financial Planning and Accounting and is a member of the Financial Planning Association (FPA) and CPA Australia. Mary is a certified Responsible Investment Financial Adviser with the Responsible Investment Association Australasia.
Mary is passionate about supporting our community and environment. She supports many charities and received a medal for her contribution to the Motor Neurone Disease Association of NSW.
Mary enjoys financial planning because she is able to help people achieve their dreams and make the world a better place.