About Me

Mary Hart commenced her financial planning career in 2003. She worked as paraplanner, Private Client Adviser and Senior Financial Adviser in well-known institutions like iPac Securities, CBA and BT. This expertise extends across financial advice including superannuation, investments, risk management, retirement planning and wealth creation. Mary has built a strong reputation and great relationships with her clients over the past 19 years. Mary holds a Graduate Diploma of Financial Planning and is a voting member of the FPA. She achieved her CFP in 2007. Mary is fluent in English and Chinese