A Trusted Financial Adviser.




For over eighteen years, Mary Favelle has been able to provide her clients with the financial confidence that allows them to live their lives with purpose and direction, safe in the knowledge that their wealth potential is both protected and managed appropriately for growth.

AR no: 000287047
CAR no: 000463668
Financial Services Guide


  • Office 0419 017 045
  • Fax 08 8941 8668
  • Open Hours
  • Monday - Friday: 9:00am - 5:00pm
    After hours by appointment

With extensive experience, and qualifications among the most comprehensive in the financial planning sector, Mary can work with you to help realise your financial possibilities and achieve your goals sooner while making sure your lifestyle is protected along the way.

Mary is an influential advisor and trusted confidant; ethical, intelligent, and strategic. Adept at winning buy-in for pragmatic ideas that drive positive change and steer long-term prosperity for individuals and communities.

 

Professional experience

Mary's unique background encompasses distinct roles as a financial planner with over 18 years experience, business owner, community engagement, and quality audit administration.

Professional qualifications

  • Masters Degree in Financial Planning
  • Bachelor of Applied Economics
  • Post Graduate Diploma in Applied Finance and Investment
  • Registered Tax Practitioner Board Financial Planner
  • AFA Practitioner member 

I can help you with:

  • Personal insurance

    Nobody wants to think about insurance until they actually need it… but by then it could be too late. Financial protection is a foundation on which wealth accumulation can be built. I will review your current insurance strategy and determine whether it is appropriate for your needs and your goals.

  • Investment planning & wealth creation

    I will help you identify the personal goals you wish to achieve, and, assist you with understanding how much financial risk you are comfortable with. We'll then build a portfolio of investments that are best suited to your goals and your level of financial risk tolerance.

  • Superannuation & rollover advice

    Super may be designed for retirement, but it's your money and you have complete control over it today. You are never too young to start saving for retirement, and the earlier you begin, the bigger the financial return over the long-term. I'll help you discover super strategies to make sure you're making the most of this valuable resource, now and into the future.

  • Retirement planning

    We all look forward to hanging up our work boots, and a quality lifestyle in retirement is possible with a bit of forward planning. Together we'll look at strategies to make sure your nest egg lasts through retirement.

  • Cashflow coaching

    Managing your cashflow is key to a successful financial plan. You'll need money to fund your goals, as well as a road map that sets out how you can build the savings you need. My service combines expert advice with a personal cashflow management and budgeting solution - Mortgage Choice MoneyTrack - to keep you on the right financial track.

  • Generational wealth planning

    At any time, you and your family members live in different life stages. There will be children, young adults starting work for the first time, adults with mortgages and families of their own, and retirees. Each individual has unique goals and objectives and has unique financial planning needs. I'll work with you to create financial strategies that take into consideration your immediate circumstances, as well as those of your loved ones. We can also provide advice to your family members.

"I am extremely happy with your service. You have explained my financial situation to me clearly. You have researched, and your knowledge of the situation is excellent."

J L - Financial Planning
Palmerston, NT

"All brilliant - very comprehensive. Very happy!"

J H - Financial Planning
Ashgrove, QLD

"Very happy - great advice and great to work with someone with great integrity. I would recommend Mortgage Choice and Mary's assistance to my friends and family. Thank you."

M P - Financial Planning
Palmerston, NT

"Mary took the time to understand us fully, before looking for ways to help us towards our goals. She then investigated options that we had not been made aware of before and presented them to us in a way that we could easily understand and match to our goals."

AC and LP - Financial Planning
Goolwa, NT

"Mary Favelle is a knowledgable, passionate, caring, financial planner. Mary will put you and your family in a much better position to enjoy your retirement."

L W - Financial Planning
Hobart, TAS

"Mary guided my husband and myself through our retirement plan. Her advice has been solid and creating security for us as well as financial growth. Mary's fees are also reasonable. Further planning advice is also flexible, not locked into set fees. I strongly recommend Mary Favelle for your future retirement advice."

R J - Financial Planning
Torquay, VIC

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