Mary Almasan
Financial Adviser
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About
Mary Almasan is an ASIC-registered financial adviser dedicated to helping individuals and families in Sandgate, QLD, achieve their financial goals. With a Bachelor of Commerce from Griffith University (2020) and a Diploma of Financial Planning from Kaplan (2023), Mary possesses a strong academic foundation and practical expertise. Her commitment to ongoing professional development is evident through her completion of Self Managed Superannuation Funds training at Kaplan Professional Education (2025). Mary is also a proud member of the Financial Advice Association of Australia (FAAA). Mary is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions for your unique needs. She specializes in superannuation advice, insurance, wealth management, and retirement planning, and is also able to provide advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Key services include: • Superannuation advice to help you grow your retirement savings • Comprehensive insurance solutions to protect what matters most • Wealth management strategies to build and preserve your wealth • Retirement planning to ensure a comfortable and secure future • Investment advice to help you achieve your financial goals Ready to take control of your financial future? Contact Mary today for a consultation.
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Mary Almasan offer?
Mary Almasan provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.
What qualifications does Mary Almasan have?
Mary holds a Bachelor of Commerce from Griffith University, a Diploma of Financial Planning from Kaplan, and has completed Self Managed Superannuation Funds training at Kaplan Professional Education.
How can Mary Almasan help me plan for retirement?
Mary can assist you in developing a comprehensive retirement plan tailored to your specific circumstances, including strategies for maximizing your superannuation, managing your investments, and ensuring a comfortable retirement income.
What can I expect during my first meeting with Mary?
During your initial consultation, Mary will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then provide you with an overview of how she can help you achieve your objectives.
Is Mary Almasan a member of any professional organizations?
Yes, Mary is a member of the Financial Advice Association of Australia (FAAA).
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