AFSL 541401 • Fee-for-Service
Financial PlanningSimplified
Independent advice. Transparent fees. Your goals, our expertise.
Trusted by 100+ clients across Australia
Trusted Financial Partners
Our credentials and professional standing demonstrate our commitment to excellence in financial advisory services.
Licensed & Regulated
AFSL 541401 | CAR 1313866
Professional Qualifications
FASEA Accredited | SMSF Specialist
Industry Experience
15+ years experience | 100+ satisfied clients
Alpine Financial Advice
Authorised under Alpine Financial Advice Pty Ltd
What We Do
Our Services
Ready to take control of your financial future? Let's discuss your goals.
Why Choose Us
Professional Financial Advisory
Experience the difference of truly independent financial advice backed by decades of expertise.
Proven Track Record
With over 50 years of combined experience, our advisors have successfully guided clients through all market conditions. Our disciplined approach to wealth management delivers consistent results.
Comprehensive Financial Planning
We understand that every client's journey is unique. Our tailored financial plans evolve with your life—whether you're planning for retirement, growing your business, or safeguarding your family's future—ensuring a strategy as individual as you are.
Independent & Fee-for-Service
As an independent advisory firm, we are not tied to any financial institution. Our transparent fee-for-service model ensures our recommendations are always aligned with your best interests, with no hidden commissions or conflicts.
Our Process
Advisory Process
A structured approach to financial planning that delivers clarity and confidence in your financial decisions.
Discovery
Comprehensive assessment of your financial position and objectives.
Strategy
Development of tailored financial strategies aligned with your goals.
Implementation
Execution of recommended strategies with ongoing monitoring.
Review
Regular reviews to ensure strategies remain aligned with your objectives.
Start your financial planning journey with confidence.
About Us
Why MARV Financial
Independent financial advice without the conflicts. We're fee-only advisors focused on your success.
Client First
Your goals drive every recommendation we make.
Independent
No bank ties. No hidden commissions. Just honest advice.
Transparent
Clear fees. No hidden commissions. Ever.
Your Financial Journey, Simplified
We believe financial planning shouldn't be complicated. That's why we've built our practice around clarity, independence, and results.
- Complete fee transparency
- Transparent, fixed-fee structure
- Ongoing support and regular reviews
Ready to get started?
Book a no-obligation consultation to discuss your financial goals.
Our Team
Meet Our Team
Hammad Khalid
Senior Financial Adviser | Director
Self-motivated leader with 15+ years in financial services, specializing in UHNW portfolios, strategic planning, and comprehensive wealth management for retail and wholesale investors. Highly resourceful professional focused on delivering quality outcomes.
Expertise
Vanessa Kelley
Senior Client Services Manager
Expert in client relationships and service excellence.
Expertise
Emily Wilkinson
Client Services Administrator
Ensuring smooth operations and exceptional client support.
Expertise
All advisors maintain current AFSL arrangements and professional development standards.
Client Success Stories
What Our Clients Say
“Every interaction with Hammad and his team at MARV has been first class. They've helped move my superannuation to a better performing fund and have just helped set up a Business Partnership for me. I can sense my financial future is bright with MARV and highly recommend Hammad and the team.”
Prue Blennerhassett
Verified Client
“We've had an excellent experience with this SMSF and financial advice firm. Their team is knowledgeable, responsive, and always willing to explain complex matters in a simple way. They helped us structure our super efficiently and provided sound investment guidance tailored to our goals. Highly recommended for anyone seeking trusted financial advice.”
Aigner P
Verified Client
Ready to Transform Your Financial Future?
Take the first step towards comprehensive wealth management with personalized strategies tailored to your goals.
Get in Touch
Contact UsStart Your Journey
To arrange a consultation with one of our qualified financial advisors, please complete the form below or contact us directly.
Contact Details
AFSL Licensed
541401
SSL Secured
256-bit encryption
FASEA Compliant
Professional Standards
Privacy Compliant
GDPR & Privacy Act
Your privacy and security are our priority. All data is encrypted and stored securely.