Maria Anderson

The advice I provide is tailored to each client’s individual circumstances, goals and objectives. I hate the cookie cutter approach to advice taken by many advisers and value the practice where I work as it encourages an individualised approach to investment and strategy development.

Maria Anderson

The advice I provide is tailored to each client’s individual circumstances, goals and objectives. I hate the cookie cutter approach to advice taken by many advisers and value the practice where I work as it encourages an individualised approach to investment and strategy development.

I enjoy working in financial planning because while it requires an analytical approach, building relationships with people is at the heart of the job.

I love what I do! Meeting a wide variety of people is the most interesting and rewarding part of my job. It may be challenging at times as everyone is different and requires a different approach but once you have gained clients’ trust, it is a highly satisfying job.

My mother has always been my rock and I guess I have inherited a lot from her. My father died in a car accident back in 1988, when I was 6 years old. My mum had to support me and my brother and started her own small business (making and selling clothes).

Having to raise two children, she was to us a true example of inner strength and business flare, often working 7 days a week for over three decades.

She has given me a lot of opportunities she never had such as a high-quality education and support, which I can draw on in my day-to-day life.

Born in Russia, a major turning point in my life occurred when I was just 15, in 1998. I was awarded a scholarship to study at a high school in Fort Worth, Texas in the USA, as part of FLEX (Future Leaders Exchange Program), which is funded by the US government.

I was selected (with about 30 other people) among thousands of applicants. This unique opportunity changed my outlook on life – it made me take a much more international perspective of the world and proved to me that if you want something, you should go for it no matter how slim the odds may seem. I met some wonderful people in the US who will be forever in my heart.

I joined the P3 Financial Planning team in April 2017. Upon completing my Bachelor of Arts in Business Economics and Master of Science in Business Analysis & Finance in England, I commenced employment in the treasury department at a mid-sized retail bank in Moscow, Russia, where I worked for 3 years.

Soon after arriving in Australia in 2014, I completed my Diploma of Financial Services and starting working in the financial planning field.

Since then, I have gained considerable industry experience. 

Outside work, I enjoy nothing more than being by the sea with my husband Graham and our fur child Chewbacca as I lived for many years in a climate where sunshine is in rather short supply.

Latest Updates by Maria

A Little More About Maria

I love nature and animals, especially dogs.

First job: waitress at an Indian restaurant during my 1st year at university in England.

What I spent my first paycheck on: can’t remember, probably bought a lot of sweets.

Accolades

Awarded a scholarship to study at a high school in Fort Worth, Texas in the USA, as part of FLEX (Future Leaders Exchange Program)

Education

  • Accredited Aged Care Specialist, 2020
  • Advanced Diploma of Financial Planning
  • Diploma of Financial Planning
  • Master of Science Business Analysis & Finance
  • Bachelor of Arts Business Economics

Maria’s Favourites

Colour: pink

Food: traditional Russian style New Year’s feast

Movies: Forrest Gump & The Shawshank Redemption

Comedy movie:  old Russian comedies

TV shows: Masterchef & The Block

Singer: Madonna

Song: all Madonna songs

Animal: Pekinese dogs

Actor: Tom Hanks

Actress: Robin Wright

If I could be a superhero: Wonder Woman of course

We've helped hundreds of Australians achieve financial success.

Robert Trewin; Aged 74
"Have been a P3 Financial Planning client for over ten years and would recommend their service's to any one looking to set up a well managed fund for retirement. The staff listen to your requirements and provided you with options to achieve your set short and long term goals."
Raymond and Marie Kinne
“We've been clients of Jim Penner for 20 plus years, and have been incredibly looked after over that entire time. We know we can get Jim and his team whenever we need them. With our retirement plans, the outcomes we have had have always exceeded our expectations. There has been many occasions where we've travelled with other friends and they've been constantly stressed about money the entire trip. Our experience has been the exact opposite. We have enjoyed the peace of mind that P3 has given us.”
Michael and Rebecca Hall; Aged 40, and 38
"Jon, once again thank you so much for your assistance, my wife and I feel incredibly relieved and so much better knowing we are on track for a reasonable retirement and taking care of our girls, well done!"
Denise; Aged 79
"Have been with Jim Penner from 2003 when he first started the business. We have been very happy and the company has proven to be very professional and personalised."
Matthew Harm
"Bella was fantastic. Information requested was quick and painless."
Shannon; Aged 35-45
“Blaine has given me advice in areas including Loan Products, Self Managed Super Funds, and Managing Debt. Blaine was always able to explain things to me in a clear way. Through Blaine’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Blaine’s full care and attention when I needed it.”
Deborah; Aged 56-65
“Maria has given me advice and assistance with my Superannuation, complex Pension issues, Share advice and also Aged Care advice for a Cousin in my care. Maria has always been able to answer my questions in terms I can understand and to seek to clarify any other matters which may arise. She has always provided caring attention to my specific situation and I would not hesitate to recommend her to family and friends, totally confident in her abilities and caring nature.”
Terence; Aged 65+
“Maria has given me advice regarding the appropriateness of my investments. I rely on her advice to ensure that I will get the optimum pension from my pension fund. She also ensures that I have enough liquidity in my fund to pay expenses and my monthly pension. I appreciate that she has arranged my investments so I am safe as possible for my age.”
Nicole
“The team at P3FP are highly professional, personable and skilled. The advice they offer is both practical and valuable for clients across all age groups and income levels. P3FP is a locally owned and operated business who puts their clients first.”
Andy Fechner
“Jim has always had our best interests foremost, has listened to our concerns and formed a personal relationship with us. Great to have seen the development of P3Financial Planning from the very start. Very dependable, fulfils his promises.”
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