Marshall Wealth

Our team

Our team will work with you to assist with your wealth management, wealth accumulation, wealth protection and wealth transfer needs.

Mark Marshall Financial Adviser

Mark Marshall

DipCom, BCom Fin Plan, AFP
Principal & Senior Financial Adviser

Authorised Representative
Adviser Profile

I began my career as a qualified accountant, operating for 20 years as a financial consultant to multinational companies both in Australia and overseas.

In 2002 I returned to Australia and began working within the financial planning industry, utilising the experience I had gained overseas.

In 2006 I established my own financial planning business, Marshall Wealth & Investment Advisers and I have continued to grow this business and thrive on the challenge of being both a financial adviser and small business owner.

I specialise in providing comprehensive advice to small and medium business owners, providing strategies to maximise opportunities to build and protect their personal wealth.

My vision is to provide clients with superior advice and service so that they can plan now for a better life.

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Julie Marshall

Practice Manager
BComn, FIA

The information within is general advice only, prepared without taking into account any of your individual objectives, financial situation or needs. Before acting on this advice you should consider the appropriateness of the advice, having regard to your own objectives, financial situation and needs. You should obtain a Product Disclosure Statement relating to products mentioned before making any decisions.