Maria Gracia Cevallos
Holds an MBA and brings business management and client services experience, coordinating documentation and supporting delivery of client strategies.
Areas of focus
- Preparing documentation
- Coordinating client information
- Implementing tailored financial strategies
- Client experience
About Maria
Maria holds an MBA and brings experience in business management and client services.
She plays a key role in preparing documentation, coordinating client information and assisting with the implementation of tailored financial strategies for Cashflow Financial Wealth clients.
Her attention to detail makes her a valued member of the Cashflow Financial Wealth team. Maria is committed to delivering excellent service and creating a positive experience for clients throughout their financial journey.
Qualifications
- ✓Master of Business Administration
Meet the rest of the team
James Meehan
An experienced financial services professional, previously with J.P. Morgan, Macquarie, BT and Ord Minnett, who moved into financial advice in 2018.
Kate De Zoysa
Over a decade of financial planning experience, helping clients navigate everything from wealth creation to retirement with confidence.
Hazel Nguyen
Holds a Bachelor's degree in Auditing and brings experience across auditing and accounting, supporting administration and process coordination.