Mary Eddy
Financial Adviser
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About
Mary Eddy is an ASIC-registered financial adviser based in Hamilton, QLD, committed to helping clients achieve their financial goals with tailored and comprehensive advice. With a Diploma of Financial Planning from Deakin University (2001) and an Advanced Diploma of Financial Planning from Monarch Institute (2015), Mary possesses a strong educational foundation complemented by practical industry knowledge. Furthering her expertise, she has completed the Company Directors Course at the Australian Institute of Company Directors (2009), DPML Margin Lending certification from Pinnacle Financial Services Academy (2010), and the Financial Essentials SMSF Adviser Education Program (2010). As a member of the Financial Advice Association of Australia (FAAA), Mary adheres to the highest ethical and professional standards. Mary is authorized to provide advice on a range of financial products, including superannuation, insurance, and retirement planning. She also specializes in Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities, ensuring her clients have access to a diverse range of investment options to suit their individual needs. Key services offered include: • Superannuation advice • Insurance solutions • Retirement planning • Investment strategies • Risk management Ready to take control of your financial future? Contact Mary today for a consultation and personalized financial plan.
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Frequently Asked Questions
What types of financial advice does Mary Eddy offer?
Mary Eddy provides advice on superannuation, insurance, retirement planning, Investment Life Insurance, Life Risk Insurance, Retirement Savings Accounts, and Government Debt Securities. She can help you create a tailored financial plan to achieve your specific goals.
What qualifications and experience does Mary Eddy have?
Mary Eddy holds a Diploma of Financial Planning from Deakin University, an Advanced Diploma of Financial Planning from Monarch Institute, and has completed several specialized certifications including the Company Directors Course at AICD and the Financial Essentials SMSF Adviser Education Program. She is also a member of the Financial Advice Association of Australia (FAAA).
How does the financial planning process with Mary Eddy work?
The process typically starts with an initial consultation to understand your financial situation, goals, and risk tolerance. Mary will then develop a personalized financial plan tailored to your needs, which she will present and discuss with you. Ongoing reviews and adjustments are made to ensure your plan remains aligned with your evolving circumstances.
What can I expect from working with a financial advisor like Mary Eddy?
You can expect to receive expert guidance and support in managing your finances, making informed investment decisions, and planning for your future. Mary will work closely with you to develop a comprehensive financial strategy that addresses your unique needs and helps you achieve your financial goals.
Why should I choose Mary Eddy as my financial advisor?
Mary Eddy brings extensive experience, a strong educational background, and a commitment to ethical and professional standards to her role as a financial adviser. Her membership with the FAAA and her comprehensive qualifications ensure that she provides the highest quality advice and service to her clients.
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