Centrelink

Getting your planning right can make a real difference when it comes to qualifying for or maximising your Centrelink benefits. Our knowledge and experience will assist you to maximise your Centrelink entitlements without needlessly compromising your longer term wealth development and enhancement strategies.

Common areas of financial plans that impact on Centrelink planning include the family home, reverse mortgages, gifts and financial support to other people such as your adult children and the interplay of structures such as family trusts with the Centrelink rules.

We also assist clients with non-aged related Centrelink needs, such as disability or carer payments.

Mari Nguyen

Principal Financial Adviser

Mari has over 15 years experience in the Financial Services Industry. She has completed a Bachelor of Business, Diploma of Financial Services and Advanced Diploma of Financial Services. Her passion for providing client focused advice allows her to structure tailored made financial plans for individuals, businesses and the self-employed. Her reward is seeing her clients realise their financial and lifestyle goals.

Mari Nguyen is an authorised representative (317240) of Australian Investment & Insurance Group Pty Ltd (AFSL 226405).

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Google Rating

5.0

Based on 8 reviews

Canopy Financial Group

5.0

Kimberley Hinschen

04:07 22 Jan 21

I found Mari to be very approachable and easy to talk to. She had an incredible knowledge base and was able to answer all of my questions.I would highly recommend having a chat to her as she can save you $$ with her hard work.

04:49 16 Dec 20

Mari Nguyen from Canopy Financial Group provided invaluable Financial Planning for our family and reviewed all our Insurances: - going through life insurance, our superannuation & retirement planning. .Mari saved us a lot of money in premiums and set up much better policies than what we had.Highly recommend Mari & Canopy Financial Group for your insurance needs.

00:33 14 Oct 20

Mari was exceptional and amazing to deal with. She is very knowledgeable and professional. Thank you Mari for helping me review my insurances. Highly recommended.

11:49 05 Aug 20

Mari Nguyen is one of the most caring, knowledgeble, professional financial planners i know. I personally have been a Business Development Managers in the Financial services industry for over 30 years. I have come across close to a 1000 planners, both in the Banks and Independants. Out of all the planners i know, i trust her to always put her clients first, above all else. So much so, i refer my own family to her and Mari has become my sons financial planner. I think that says It all.

09:26 19 Jul 20

Canopy Financial Group & Mari were terrific providing advice about my business insurance which hadn’t been revised for years. Really appreciate Mari’s assistance & help working though our insurances.

03:10 19 Jul 20

Mari at Canopy Financial Group reviewed our Life Insurances & provided not only a better product but also at vastly reduced premiums. Mari was in constant communication & provided a professional service. Highly Recommend.

David van den Bovenkamp

06:37 17 Jul 20

Mari is one of the most knowledgeable in the industry and always has the time to explain things (no matter how silly the question may seem) in a way that makes sense. Can't recommend high enough. 6 stars!

05:53 17 Jul 20

Mari from Canopy Financial Group provided us with exceptional & personalized service while reviewing our current insurance. Mari saved thousands of dollars off our premiums & was in contact with us throughout the whole process of switching our insurances to a better product. Highly Recommend.

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