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Maureen Drieberg

Financial Adviser

Urban Capital Wealth Pty Ltd
Melbourne, VIC 3008

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About

Maureen Drieberg is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning several decades, Maureen holds a Bachelor of Business from Caulfield Institute of Technology (1980), a Diploma of Financial Services (Financial Planning) from Mentor Education (2007), and a Graduate Diploma in Financial Planning from the University of New England (2021). Her commitment to ongoing professional development is evident through certifications in Margin Lending and Geared Investments from Kaplan Education Pty Limited (2011) and the completion of the Fellow Chartered Financial Practitioner course with the Financial Advice Association of Australia Limited (2019). Maureen’s professional memberships include CPA (Certified Practising Accountants), FChFP (Fellow Chartered Financial Practitioner), Fellow of Finsia, and the Financial Advice Association of Australia (FAAA), demonstrating her adherence to the highest ethical and professional standards. She is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. Maureen also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. Key services include: • Superannuation advice • Wealth management • Retirement planning • Insurance solutions • Investment strategies Whether you're planning for retirement, seeking to grow your wealth, or require guidance on insurance and investment strategies, Maureen can provide the expert advice you need. Contact Maureen today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation strategies Wealth accumulation Insurance solutions Investment management Financial planning for individuals

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000340289

Verify on ASIC Register

Authorised Representative Number

000304115

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Maureen Drieberg offer?

Maureen Drieberg provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. She tailors her advice to meet your specific financial needs and goals.

What are Maureen Drieberg's qualifications and professional memberships?

Maureen holds a Bachelor of Business, a Diploma of Financial Services (Financial Planning), a Graduate Diploma in Financial Planning and certifications in Margin Lending and Geared Investments. Her professional memberships include CPA, FChFP, Fellow of Finsia, and the Financial Advice Association of Australia (FAAA).

How does Maureen Drieberg approach financial planning?

Maureen focuses on understanding your unique circumstances and financial goals. She develops a personalised plan to help you achieve your objectives, providing ongoing support and advice along the way.

What can I expect during my first consultation with Maureen Drieberg?

During your initial consultation, Maureen will discuss your current financial situation, your goals, and your risk tolerance. This will allow her to develop a clear understanding of your needs and how she can best assist you.

How can Maureen Drieberg help me with my retirement planning?

Maureen can assist you with all aspects of retirement planning, including superannuation advice, investment strategies, and retirement income projections. She will work with you to create a plan that ensures a comfortable and secure retirement.

Get in Touch

Contact Maureen directly for personalised advice.

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