Marcus is a senior adviser with significant experience in the banking and wealth industry having worked within St George Bank and Bank of Melbourne. During this time, he was awarded “Advisor of the Year” in 2009 and 2014.
With a Certified Financial Planner (CFP®) accreditation, Marcus works primarily with high net worth individuals and business owners, advising on wealth management, asset protection, superannuation and investments.
He has a great knowledge of superannuation as well as associated tax and estate planning issues. He brings a dynamic and exuberant approach to all client matters. He has a strong commitment to ongoing knowledge and continually strive for the best possible results for clients in an ever changing market.