Financial Planning Assistant
Maria started in the industry in 2005. She lived and worked in South Africa and has also worked for a local national IFA firm in an administrative role.
Maria enjoys her role, assisting the planners and paraplanners in the financial planning process, by liaising with clients and providers, updating client records, preparing for annual client reviews and ensuring client satisfaction.
Maria endeavours to provide the best service to her team and clients. She gets great satisfaction knowing that she has contributed in helping people achieve their goals.
Maria is working towards a Diploma in Regulated Financial Planning.
Outside of work, Maria enjoys cooking and sharing meals with her family and friends. Occasionally she manages to curl up with a good book or watch a movie. She also enjoys dancing, gardening and she would love to travel more.