Mary Hart CFP® founded Valorton Private Wealth in 2019 after extensive experience working as a financial adviser for institutions including iPAC Securities, CBA and Westpac Premium. Mary holds a Bachelor of Education, a Graduate Diploma in Financial Planning and is a Certified Financial Planner (CFP) since 2017. Mary is a voting member of the FPA (Financial Planning Association) and is a qualified SMSF, ASX listed Products and Margin Lending specialist.
Valorton Private Wealth specialises on assisting executives, professionals, business owners and those in, or close to retirement together where appropriate with their accountants and solicitors.
We work as a partnership with our clients to provide tailored personal advice to help them to achieve their life goals.
No matter whether you are retirees seeking simple and achievable solution, young professional just started to build your career or an experienced investor looking for a range of investment opportunities, we are here to assist you. We also offer Wholesale investment solutions for High Net Wealth clients.
We prefer to meet people in person, but we are also flexible in using video conferencing to communicate with our clients.
We are purely an advice business in that we value Transparency, Clarity, Certainty and Continuity which are Our Values
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