Maria Teixeira
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Maria Teixeira is an ASIC-registered financial adviser dedicated to helping individuals and families in Miranda, NSW, achieve their financial goals. With a career spanning over 15 years, Maria holds an Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional (2006), a 5 Unit CFP Certification Program from the Financial Planning Association of Australia (FPA) completed in 2009, and a Graduate Diploma of Financial Planning from Kaplan Higher Education (2023). She has also completed specialist training including DPML Margin Lending, Self Managed Superannuation Funds, and the Accredited Listed Product Adviser Program. As a member of the Financial Advice Association of Australia (FAAA), Maria is committed to upholding the highest ethical standards and providing her clients with tailored financial advice across a range of areas. She is authorised to provide advice on superannuation, insurance, wealth management, and retirement planning. This includes offering guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Maria's expertise encompasses: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Maria Teixeira today for a consultation and discover how she can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What services does Maria Teixeira provide?
Maria Teixeira offers comprehensive financial advice covering superannuation, insurance, wealth management, retirement planning, and investment strategies. She can help you with everything from setting up a retirement plan to managing your investment portfolio.
What qualifications does Maria Teixeira have?
Maria Teixeira holds an Advanced Diploma of Financial Services (Financial Planning), a CFP Certification, and a Graduate Diploma of Financial Planning. She has also completed specialist training in margin lending, self-managed superannuation funds, and listed products.
How does Maria Teixeira approach financial planning?
Maria takes a client-centered approach, focusing on understanding your individual needs and goals. She will work with you to develop a tailored financial plan that helps you achieve your objectives, whether it's saving for retirement, protecting your family, or growing your wealth.
What can I expect during my first meeting with Maria Teixeira?
During your initial consultation, Maria will discuss your current financial situation, your goals, and your risk tolerance. This will help her to develop a clear understanding of your needs and how she can best assist you. You'll also have the opportunity to ask any questions you may have.
Why should I choose Maria Teixeira as my financial adviser?
Maria Teixeira brings extensive experience, comprehensive qualifications, and a commitment to ethical practice to every client relationship. As an ASIC-registered financial adviser and a member of the FAAA, Maria provides trusted advice tailored to your individual circumstances.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.