Bachelor of Economics, Applied Economics
Advanced Diploma Financial Planning
Specialisations
Business coaching and consulting
Relationship management
Process improvement
Business growth
Business succession
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With extensive expertise in Business Coaching, Practice Development, Operations, Management and Compliance, Maree is passionate about helping financial advisers build their ideal business. A business that is profitable, sustainable, and enjoyable.
Maree has been working in the Financial Services industry for over 20 years with the last 15 years spent coaching financial advisers. The business side of financial advice can take financial advisers away from what they enjoy the most: advising clients. By working together Maree aims to help advisers to improve the way that they run their business, so they have more time focusing on what they enjoy.
