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Our Team
Mary De Angelis
Mary is the Principal of MD Financial Planning and has been a Financial Planner for over 10 years. Mary specialises in financial planning strategies for wealth accumulators, and senior Australians. Mary has helped hundreds of families with Aged Care Financial Planning and loves making a difference by ensuring those moving into Aged Care are protected financially.
Alison Foale
With over 18 years’ experience working within the Financial Planning industry, Alison has been well equipped with technical knowledge and exceptional client relationship skills. Alison has held various roles across her career within Financial Planning and has extensive Superannuation, Centrelink and retirement planning knowledge. Alison also specializes in Aged Care advice and brings specialist knowledge, objectivity and empathy to families facing the difficult situation of arranging long-term care for elderly relatives. Alison is fully committed to keeping abreast with the constant changes within the financial planning industry and holds a Graduate Diploma of Financial Planning, a Diploma of Financial Services and an Advanced Diploma of Financial Services. She is currently completing her Bachelor Degree in Financial Planning.
Alison Foale Authorised Representative No. 281742 Alison operates under MD Financial Planning Pty Ltd Corporate Authorised Representative No 432861
Rhiannon Sketcher
Rhiannon’s role at MD Financial Planning is in Client Services and Adviser Support.
Rhiannon has a background in Financial Services, she supports the financial planners in our office with various client management tasks. She also has expertise in VCAT administration and assists Clients with completing annual returns for VCAT. Her other specialty is assisting with direct shares administration – If there are missing shares or a change in address, Rhiannon is the go to person.
She also ensures that Client records are updated with centrelink and she spends quite a bit of time ensuring that the centrelink records are updated in a timely manner. Nothing is too much trouble for Rhiannon, she is a valued member of our Team.
Trudy Moy
Trudy’s role at MD Financial Planning is also in Client Services and Adviser Support.
With a background in financial services, Trudy has worked at MD Financial Planning supporting the Advisors and tending to Clients requests and providing assistance. She has extensive experience in office administration and together with her warm, positive personality has become a valuable member of the our team.
