Senior Financial Adviser

Mari Bingham is a Financial Adviser at Wealth Financial, working with clients in the Devonport office. She believes in honest, open conversations that are easy to understand. After all, this is your money. Her goal is to help you feel confident about your options, not just today, but into the future.

She especially enjoys working with pre-retirees. It is an exciting stage of life, but it can also bring uncertainty: what to do with super and savings, how Centrelink fits in, and what retirement income will actually look like. These are common concerns, and she works through them with clients. Another area she is deeply passionate about is providing professional advice to widows. Losing a partner can be one of life’s most difficult experiences, and having a compassionate adviser to help navigate financial decisions can offer genuine peace of mind.

She is focused on building meaningful relationships, respecting clients’ values, and keeping the bigger picture of what success looks like for them. She aims to be clear and jargon-free, so clients can make informed decisions, and to be genuinely understanding of life’s ups and downs. If you would like to have a chat, she would love to hear from you.

Masters of Financial Planning

Accredited Behavioral Finance Professional℠ – ABFP®

Chartered Retirement Planning Counselor℠ (CRPC®)

Financial Advice Association Australia (FAAA) Practitioner – Financial Planner AFP