About Me

Marguerite (Margie) is the Principal Adviser at MLA Advisers with 27 years experience in all aspects of Financial Advice, Strategy and Investment Management. Margie provides highly Strategic and Specialised Client Solutions to Individuals and SME Company Owners. She seeks to "Lead" with "Advice and Design solutions", and "Empower" Clients with the tools to achieve their life and financial goals.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 28 Years
  • Licensed By
    Licensed By Finwealth Pty Ltd
CERTIFIED FINANCIAL PLANNER®