Marie Louise Muscat
CFP®, DipFP - Financial Adviser Representative - ARN: 1005882
Fiducian Financial Services Sydney CBD
NSW - Metropolitan
- fpsupport@fiducianfs.com.au
- Phone
- 02 9231 2133
- Address
-
Level 14/1 York Street, Sydney NSW 2000
GPO Box 3392, Sydney NSW 2001
About Marie Louise Muscat
With 20 years experience as a financial adviser, Marie Louise is a CERTIFIED FINANCIAL PLANNER® professional, the Financial Advice Association Australia (FAAA)’s highest professional designation. She also holds a Diploma of Financial Planning.
Marie Louise immigrated to Australia from Malta in 1981, where she had been employed as a Kindergarten Teacher. After arriving in Australia, Marie Louise commenced employment as a Secretary. She left this position in 1985 to start a family. Afterwards, Marie Louise started a new role as an Executive Secretary.
In March 1992, Marie-Louise joined Bodinnars Personal Financial Planners as Harold Bodinnar’s Personal Assistant and has been a Financial Adviser since January 1999.
Marie Louise currently participates in talk back radio on the SBS (Maltese Segment) and 2GLF FM (89.3) local community radio, which provides financial information to the Maltese Community. She speaks fluently in both the English and the Maltese languages.
Marie Louise has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
About Marie Louise Muscat
With 20 years experience as a financial adviser, Marie Louise is a CERTIFIED FINANCIAL PLANNER® professional, the Financial Advice Association Australia (FAAA)’s highest professional designation. She also holds a Diploma of Financial Planning.
Marie Louise immigrated to Australia from Malta in 1981, where she had been employed as a Kindergarten Teacher. After arriving in Australia, Marie Louise commenced employment as a Secretary. She left this position in 1985 to start a family. Afterwards, Marie Louise started a new role as an Executive Secretary.
In March 1992, Marie-Louise joined Bodinnars Personal Financial Planners as Harold Bodinnar’s Personal Assistant and has been a Financial Adviser since January 1999.
Marie Louise currently participates in talk back radio on the SBS (Maltese Segment) and 2GLF FM (89.3) local community radio, which provides financial information to the Maltese Community. She speaks fluently in both the English and the Maltese languages.
Marie Louise has met the FASEA exam standards required by law.
Advice Areas
- Wealth Creation Strategies
- Superannuation Strategies (including defined benefit schemes)
- Self-Managed Superannuation Funds
- Life Insurance
- Cash Flow Planning
- Centrelink
- Departments of Veterans' Affairs
- Aged Care
- Estate Planning
- Debt Management
- Salary Packaging
- Retirement Planning
- Redundancy Planning
Products
Deposit and Payment Products
- Deposit and Payment Products
- Non-basic Deposit Products
Government Debentures, Stocks or Bonds
- Government Debentures, Stocks or Bonds
Life Products
- Investment Life Insurance Products
- Life Risk Insurance Products
Managed Investment Schemes
- Managed Investment Schemes, including IDPS
- MDA Services
Retirement Savings Account Products
- Retirement and Savings Account Products
Securities
- Securities
Superannuation
- Superannuation – All
- Self-Managed Superannuation Fund
- A person’s existing holding in a superannuation product
Margin Lending Facility
- Standard Margin Lending Facility
Make an appointment with Marie Louise Muscat
Thank you Marie-Louise for taking our phone call today regarding Centrelink. You are truly rare, you dispense your knowledge with such patience and care which gives Peter and I the confidence to seek your advice. You always give your advice with warmth and a smile. Our sincere and grateful thanks to you again.
Our association with Harold Bodinnar & later, Fiducian Financial Services, spans over 25 years. During that period of time their personal service, financial responsibility, strategic planning & attention to detail has been first class.
Before & after retirement, their investment advice, credibility & assessment of the financial markets, together with identifying alternative income streams has, for us, assured our future & lifestyle which we now enjoy. The knowledge that day to day investment decisions are in good hands, eliminates the worry, stress & need for hands on monitoring.
When considering retirement strategies & maximising a sound return on funds earned during our working life, Harold Bodinnar, Marie Louise Muscat & Fiducian have played a vital role. We can highly recommend their services & wish the whole Team every success in providing sound financial advice & services to Retirees.
While not a large client I have appreciated the time and attention that Louise has always given to our requirements. I have always been made to feel welcome from the greeting at reception to the meeting format or phone response. It is like dealing with a friend rather than the impersonal world of the recorded phone prompt and voice mail so common in other companies. It instils confidence and makes one feel of value to the company.