Mary-Lou Angelis
Financial Adviser
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About
Mary-Lou Angelis is an ASIC-registered financial adviser dedicated to helping individuals and families in Kew East, VIC, and across Australia achieve their financial goals. With a Bachelor of Business (Financial Planning) with Distinction from RMIT (2004) and advanced SMSF qualifications obtained from Daniel Butler and Integratec (now Kaplan) in 2005, Mary-Lou provides expert advice and guidance across a range of financial areas. As a proud member of the Association of Independently Owned Financial Professionals (AIOFP), Mary-Lou is committed to upholding the highest standards of professionalism and ethical conduct. She is authorized to provide advice on a comprehensive suite of financial products, ensuring tailored solutions to meet your unique circumstances. Mary-Lou can provide advice on: • Superannuation advice • Insurance • Wealth management • Retirement planning Specifically, her expertise covers investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Ready to take control of your financial future? Contact Mary-Lou Angelis today for a consultation and discover how she can help you achieve your dreams.
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Frequently Asked Questions
What financial planning services does Mary-Lou Angelis offer?
Mary-Lou Angelis offers a range of services, including superannuation advice, insurance solutions, wealth management strategies, and comprehensive retirement planning.
What are Mary-Lou Angelis's qualifications?
Mary-Lou Angelis holds a Bachelor of Business (Financial Planning) with Distinction from RMIT and has completed advanced SMSF training. She is also a member of the Association of Independently Owned Financial Professionals (AIOFP).
What can I expect during my first meeting with Mary-Lou Angelis?
During your initial consultation, Mary-Lou will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then develop a personalized financial plan tailored to your specific needs.
Does Mary-Lou Angelis provide advice on insurance products?
Yes, Mary-Lou Angelis is authorized to provide advice on a variety of insurance products, including investment life insurance and life risk insurance, ensuring you have the right coverage to protect your assets and loved ones.
How can Mary-Lou Angelis help with my retirement planning?
Mary-Lou can help you develop a comprehensive retirement plan that considers your income needs, investment strategy, and superannuation options, helping you achieve a comfortable and secure retirement.
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