Meet our Team of Sunshine Coast Financial Adviser Specialists
Here at the Maher Digby financial advisory firm, we've some of the best financial planners on the Sunshine Coast. Our team partners with you in retirement planning, to assist you in achieving your retirement and lifestyle goals.
Financial Planner and Director
Bachelor of Commerce
Diploma of Financial Planning
Maher Digby Securities was established in 1989 because we wanted to offer the Sunshine Coast community a high quality local financial planning service they could depend on. Our client base now spans throughout south-east Queensland and interstate. We believe our success is reflected in our loyal clients and the large number of referrals we receive.
It is fulfilling for us to work with our clients over the long term establishing a close personal relationship and working with them to achieve their lifestyle goals both financial and personal.
At Maher Digby we are a close-knit team of Sunshine Coast financial planners focusing on friendly, accessible service and advice delivered in a family-like atmosphere.
We engender high-quality financial services and advice that cater to the individual.
Mark holds a Gold status rating on Adviser Ratings, Australia's only independent financial adviser ratings and customer review service.
Front Office Manager
Sally is an indispensible asset to the team, welcoming you at the front office of Maher Digby financial advisers.
"My role as front office manager entails a myriad of tasks to ensure the office runs smoothly and efficiently. At Maher Digby we pride ourselves on our friendly service, and I see that as my main role – to take care of our financial planning Nambour clients and make sure they always receive warm and friendly service when they phone or come in for an appointment with one of our Sunshine Coast financial planners.
My work includes producing the half yearly review documents for our clients’ investment portfolios and processing any required changes in their investments.
At Maher Digby we are committed to a personal approach, and providing top-tier local financial planning Nambour services."
Client Services Manager
Diana has worked with Maher Digby financial planners for more than 20 years. As such she has a clear understanding of the business and client needs.
"My role is client focused for managing the administration of your retirement investments and any ongoing specialty support that may be required. As such I may have contact with you by phone regarding your investments outside of your Nambour financial adviser appointments at the office.
I also organise our client education programs including our client seminars, the Maher Digby newsletter and newspaper editorials, as well as assist with marketing and compliance.
The Maher Digby financial advisory firm believe in excellence of client service, and offering the best financial planning advice and services on the Sunshine Coast, tailored to your specific needs and circumstances."