SPECIALISATION
IN THEIR OWN WORDS
Marsel is a Senior Financial Adviser with over a decade of experience guiding clients through complex financial decisions with clarity and confidence. He specialises in superannuation, retirement income strategies, and investment portfolio construction, with a focus on building sustainable and tax-effective income streams in retirement. His approach blends technical expertise with practical, tailored advice that aligns with each client’s goals.
He holds a Bachelor of Business in Finance from UTS, an Advanced Diploma of Financial Planning, and is a CFP® professional and FAAA member. His experience spans corporate superannuation and boutique advice environments, providing a well-rounded perspective.
Marsel is known for making advice feel straightforward and approachable, creating a trusted partnership with his clients. Outside of work, he enjoys surfing, travelling, and making the most of the coastal lifestyle.
Qualifications and memberships
- Certified Financial Planner®
- Bachelor of Business (Finance)
- Advanced Diploma of Financial Services
- Margin Lending Adviser Accredited
- Self Managed Superannuation Fund Adviser Accredited
- Member of the Financial Advice Association Australia
SPECIALISATION
Flow
Management
Management
Advice
Planning