Marion commenced in the financial services industry in 2007, after a distinguished career in education. Her positions included those of Principal at Annesley College and Head of Campus at Trinity College Gawler.

Her qualifications include a Master of Business Administration, Diploma of Financial Services (Financial Planning) and Diploma of Financial Services (Finance / Mortgage Broking Management).

Marion has a high commitment to ongoing professional development. As an Authorised Representative, Marion believes in helping her clients build a comprehensive program make the most of their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. She achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions. Marion is authorised to provide a wide range of services to you.

Expertise

  • Investment Planning
  • Wealth Accumulation Advice
  • Risk Planning Management
  • Superannuation Advice
  • Retirement Planning Advice
  • Business or Farm Succession
  • Estate Planning
  • Centrelink (Social Security) Advice
  • Tax Efficient Strategies
Financial Services Guide
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