Financial Planner, FChFP, FCPA
B.Bus, Grad.Dip.Ed, Dip.Fin.Services, Dip.Fin.Mort.Broking Mgt, Member of FBAA, FChFP, CPA, & Fellow (FINSIA)
Widely recognised as one of the industry leaders in financial planning, Maureen boasts an impressive professional history covering over 30 years in the industry with several high-profile Australian companies, military, and International postings. She is a qualified Accountant and Teacher, giving her a keen eye to make sure her clients get the best return on their investment whilst ensuring that they understand how this is done.
With her extensive experience with a diverse client base combined with her strong commitment to maintaining an exceptional level of service and professionalism, she is well placed and excited about the challenge of building her clients wealth.
With a passion for Investments and customer service, Maureen is renowned for being extremely motivated and resourceful. She is sensitive to the individual needs of her clients and goes out of her way to ensure that their experience with Urban Capital Wealth is stress-free. Maureen is a Fellow of CPA Australia, a Fellow of FINSIA, and a member of the Finance Brokers Association of Australia. One of her goals is to make clients feel comfortable with improving their financial position and the management process of one of their most valuable assets, their retirement savings.
Her ability to communicate clearly and effectively with clients is one of the key elements of her success. Her straightforward and honest approach with new clients quickly puts them at ease, knowing their valued investments are in good hands.
Financial Planner, FChFP
B.Sc, Advanced.Dip.Fin.Services, Dip.Fin.Mort.Broking Mgt, Member of FBAA, FChFP, & Fellow of Finsia.
Multiple award winning performance for over 20 years has marked David’s Finance career. He is a scientist with an amazing ability to design investment, risk and debt solutions for his clients. Although he has personally arranged over a billion dollars of mortgages, he has an uncanny memory of, and rapport, with all of his clients.
He is a Fellow of FINSIA and a member of the Finance Brokers Association of Australia. He has extensive experience consulting to Government and National private companies and holds a real empathy and understanding of small/medium businesses. Once David knows what his clients want for their future, they can be assured of his exceptional enthusiasm and guidance.
David believes that although growing wealth is important, protecting that wealth is of equal importance.
David’s desire to provide a positive outcome for his clients and his “can do“ approach has kept his clients referring their friends and family for almost two decades.