Specialisation
Business
Insurance
Insurance
Gearing
Taxation
Planning
Planning
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
Service areas
Sutherland and SydneySpecialisation
Business
Insurance
Insurance
Gearing
Taxation
Planning
Planning
Talk to Marcus about your plans
A first conversation covers where you are now, what you want next, and whether advice will help. There is no cost for it.
Sutherland and Sydney
Team
Vikram Singh
Mortgage and Finance Advisor
Simon Orbell
Head of Partnerships - Lending
Samuel Swiderski
Mortgage and Finance Advisor
Michael Letts
Mortgage and Finance Advisor
Lucy Collins
Mortgage and Finance Advisor
James Lutze
Mortgage and Finance Advisor
Henry Perenara
Mortgage and Finance Advisor
Enosh Tampoe
Mortgage and Finance Advisor
Kevin Nguyen
Financial Advisor
Marcus Walsh
Senior Financial Advisor
Phil Drummond
Senior Financial Adviser
Angela Aspinall
Senior Financial Advisor
Anuja Gupta
Senior Financial Advisor
Archie Figueira
Senior Financial Planner
David Collins
Senior Financial Advisor
Gina Zhang
Financial Advisor
James Walker
Executive Advisor
Jeffrey Chien
Senior Financial Advisor
John Felton
Senior Financial Planner
Kieran Hall
Executive Advisor
Mark Fitzgerald
Executive Advisor
Michelle Ho
Financial Advisor
Phil Sheridan
Senior Financial Planner
Peter Hasrouny
Financial Advisor
Selva Kathiresan
Senior Financial Advisor
Virginnia Hottes
Executive Advisor
