Maria brings over 20 years of experience in the financial planning industry, with the majority of her career spent at Principal Edge.
With deep technical expertise and a client-first mindset, Maria assists in—guiding high-net-worth individuals and families through life’s financial transitions with clarity and care.
She specialises in developing comprehensive financial strategies across wealth creation, retirement planning, estate planning, and risk management. Her approach is always customised to reflect each client’s unique financial landscape.
Known for her warm and empathetic style, Maria builds strong relationships grounded in trust, attention to detail, and a genuine commitment to helping clients achieve their goals.
She is proud to be part of the Principal Edge team, delivering meaningful, long-term outcomes that support lasting success.
SPECIALIST AREAS
- Sophisticated Investment Advice
- Strategic Financial Planning Advice
- Family Office Services & Governance
- Family Wealth Advisory
- Intergenerational Wealth Transfer
- Estate & Retirement Planning
- SMSFs
Contact Maria
mariat@principaledge.com.au