I am a Financial Planning specialist with over 20 years of diversified corporate experience, and can offer advice in a variety of areas including superannuation and account-based pensions, Centrelink, personal risk management, estate planning and wealth creation strategies.
With a clear focus on the financial needs and goals of his clients, Marcus delivers personalised service in an accessible, easy to understand manner.
I hold an Advanced Diploma in Financial Services and am a member of the Financial Planning Association of Australia.
I initially trained as an accountant and worked for a firm of Chartered Accountants in the UK.
In January 2008 I joined the Nab Bank as a financial adviser and have subsequently worked as a Senior Financial Adviser for a large Credit Union and an Industry Superannuation Fund.
I have now established my own business, Spire Financial Planning, with Lifespan as licensee.
Expertise
At a glance
- Adviser status Bronze
- First year providing advice 2008
- Years of experience 17
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Highest qualification
- Advanced Diploma of Financial Planning
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Language spoken
- English
Spire Financial Planning
9 Creswell AveCraigburn Farm, SA 5051
Licensed by
Lifespan Financial Planning
AFSL 229892