Summary

Maritza’s approach to financial management is centered entirely around the desires and requirements of the individual client. Every circumstance is unique, so Maritza devises exclusive strategies which can maximise wealth, but also adhere to the needs of the client right now and in the future. In particular, Maritza is passionate about developing long-term financial relationships with clients, so that their financial needs can be satisfied on an ongoing basis. She places a significant emphasis on educating her clients by explaining complex financial and economic concepts in comprehendible terms. Maritza has been recognised as a finalist for the AFA Rising Star of the Year Award (2016)

Focus Areas

• Income Protection
• Life Insurance
• Retirement Planning
• Superannuation
• Wealth Management

Education

Post Graduate Degree