Marcus Leggat profile photo

Marcus Leggat

Fitzroy Financial Advice Pty Ltd

Gold
20 Yrs Experience
Rockhampton, QLD 4700

Marcus has 17 years experience in the financial services industry, including 15 years as a Financial Adviser. Prior to forming Fitzroy Financial Advice Pty Ltd he had been 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, tax effective investment planning, and wealth protection.

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 conduct.

Outside of the financial services sector Marcus is a family man; he is a husband and a father of two. Marcus 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 contribute to the 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

At a glance

  • Adviser status Gold
  • First year providing advice 2004
  • Years of experience 20
  • 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