Dip Fin Planning, Grad Dip FP
Marcus has recently been appointed as a Financial Planner and Authorised Representative of Moran Partners Financial Planning having joined the firm 4 years ago.
Marcus has over 14 years’ experience working in the Financial Planning industry principally as a Senior Paraplanner. Marcus holds a Diploma in Financial Planning, Graduate Diploma in Financial Planning and is due to complete his Masters of Financial Planning in October 2019. During his time as a Paraplanner he has had regular client contact and has been the main support to the licensed Financial Planners through providing implementation of strategies and the presentation of Statement of Advices (SoA’s).
Having had extensive experience in a support role, Marcus has a deep understanding of all facets of the financial planning process. His particular expertise is in personal insurances, cash flow modelling and management and superannuation strategies