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