SPECIALISATION
Marcus
Walsh
Senior Financial Advisor
SutherlandSydney
New South Wales
IN THEIR OWN WORDS
I have over 23 years of experience in the financial planning industry, providing holistic, comprehensive advice to clients to help them achieve their goals and focusing on what matters to them. Strategic advice including superannuation, retirement planning, investments, SMSF’s, annuities, estate planning, personal and business insurance.
My focus is to help clients fine-tune their goals, manage their cash flows, guide them through the ever-changing landscape and secure the lifestyle they’ve hoped for.
Qualifications and Memberships
-
Bachelor of Commerce (Maj. Banking and Finance)
-
Advanced Diploma of Financial Planning
-
Diploma of Financial Planning
- Member of the Financial Advice Association Australia
SPECIALISATION
Business
Insurance
Insurance
Gearing
Insurance
Investment
Advice
Advice
Retirement
Planning
Planning
Tax
Planning
Planning
SutherlandSydney
TEAM
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