Marcus Leggat profile photo

Marcus Leggat

Fitzroy Financial Advice Pty Ltd

Gold
21 Yrs Experience
Rockhampton, QLD 4700

Marcus began his career at a Brisbane based financial advisory firm in 2002 and first provided advice as a licensed financial adviser in 2004. Prior to forming Fitzroy Financial Advice Pty Ltd, Marcus was with The Westpac Group for nine years.

From his base in Rockhampton, Marcus provides advice to a diverse client base. Marcus specialises in retirement planning, wealth creation and tax effective investment planning.

Marcus is driven to place his clients in the best position possible for a fulfilling financial future; he is compassionate, sincere, and thoughtful in his approach to giving advice.

Outside of the financial services sector Marcus is a family man; he is a husband and a father of two. He is passionate about raising funds and awareness for those living with Multiple Sclerosis (MS). Having been diagnosed with MS himself at the age of 25, Marcus feels that his ability to contribute to improving the lives of people and families living with MS is the best way he can help the local MS community.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Aged Care
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 21
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Fitzroy Financial Advice Pty Ltd

2 Denham St
Rockhampton, QLD 4700

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135