Maria Anderson

P3 Financial Planning Pty Ltd

Bronze

6 Yrs Experience

Toowong, QLD 4066

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Maria joined the P3 Financial Planning team in April 2017. Upon completing her Bachelor of Arts in Business Economics and Master of Science in Business Analysis & Finance in England, she commenced employment in the treasury department at a mid-size retail bank in Moscow, Russia, where she worked for 3 years. Soon after arriving in Australia in 2014, she completed her Diploma of Financial Services and starting working in the financial planning field. Since then, she has gained considerable industry experience. She enjoys working in financial planning because while it requires an analytical approach, building relationships with people is at the heart of the job. As she lived for many years in a climate where sunshine is in rather short supply, outside work she enjoys nothing more than being by the sea enjoying the great weather Australia has to offer.

Government Assistance
Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Aged Care
Complex Investments
Wills & Estates

4.50 June 2020

Maria has given me advice regarding my superannuation portfolio and retirement issues and options. She has been a patient listener and was usually able to explain things to me in a clear way. Through Maria's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Maria's full care and attention when I needed it.

4.25 May 2020

Maria has given me advice about superannuation, shares portfolios, insurance and margin loan. Maria was very professional and made herself available to answer questions, drop off documents for me to sign and follow-up with companies linked to my investment/ wealth plan. I can see Maria's professional knowledge about investment products and services growing, particularly under the mentorship of Jim Penner (Principal). I'm pleased with my decision w to work with Maria and the P3FP team. I have and will continue to recommend their services to family and friends.

5.00 May 2020

Maria has given me advice on investment opportunities for my self managed super fund. At our regular update meetings she discusses performance of my investments and advises on the best way to achieve my investment goals. She always explains matters fully and clearly and I am very confident that her advice is supported by thorough research. Maria is always just a phone call away and never seems to short of time to discuss my financial affairs.

4.50 May 2020

I have found Maria to be very helpful and competent in managing my funds. She has been able to answer my questions and got back to me if answer not immediately at hand.

4.75 May 2020

Maria has given me advice and assistance with my Superannuation, complex Pension issues, Share advice and also Aged Care advice for a Cousin in my care. Maria has always been able to answer my questions in terms I can understand and to seek to clarify any other matters which may arise. She has always provided caring attention to my specific situation and I would not hesitate to recommend her to family and friends, totally confident in her abilities and caring nature.