Wealth Financial congratulates Mari Bingham on receiving a 2025 National Subject Award for FPC008 Investment Advice from Kaplan Professional.

Mari is a Senior Financial Adviser in our Devonport office. The award recognises the highest result in that subject nationally for the year. It was presented in Melbourne on Tuesday, 8 September 2026 at the RACV City Club.

FPC008 Investment Advice is a core subject in Kaplan’s graduate financial planning program. It covers the investment advice process in practice: understanding a client’s objectives and constraints, portfolio construction, asset classes and markets, risk, diversification and tax, and how behaviour and ethics sit inside that work. It is the part of the qualification that asks an adviser to turn investment theory into advice a client can actually use.

While financial advisers don’t become financial advisers to chase awards, they’re certainly nice when they come along, especially in this instance when it’s setting the standard for academic achievement, which Mari has done across Australia. Importantly, awards like this one are reassuring for clients that their advisers are leaders in the industry.

Mari holds a Master of Financial Planning and is an Associate Financial Planner with the FAAA, as well as a Chartered Retirement Planning Counsellor and an Accredited Behavioral Finance Professional. In Devonport she spends much of her time with people approaching retirement, helping them make sense of super, savings and what income might look like later on. She also has a particular care for clients dealing with the loss of a partner, when money decisions arrive at a hard time and need to be explained plainly.

Congratulations Mari. We are proud of you, and of the example you set in the Devonport team.