Experience
With over 30 years of financial planning experience and more than 35 years in financial services, Marion brings a wealth of expertise to her role as Strategic Financial Advisor. Her career has spanned credit unions, retirement planning specialists as well as running her own financial planning business.
Expertise
Marion has extensive experience in managing both the pre-retirement and retirement stages and provides clients with both clarity and confidence for their future. She is a brilliant money strategist. Her expertise covers superannuation and Self Managed Superannuation advice, specialised strategies for GESB members, investment and insurance advice all tailored to each client’s goals.
Approach
Be prepared for Marion to ask you “why” a lot, encouraging her clients to think deeply about what they truly want to achieve and what a good question that is. It makes sure that you are clear about what you want to achieve. She believes that while exemplary technical knowledge is essential, it needs a personal approach for anyone to be able to trust and build a relationship with a financial planner.
Community and Education
A former Financial Planning Association committee member, Marion has contributed educational content to the Certified Financial Planner student program and lectured at Curtin University. Her passion for education and mentoring reflects her dedication to strengthening the profession and helping others thrive in it.
Formal Qualifications
Marion is Certified Financial Planner®, holds a Diploma of Financial Planning as well as a Bachelor of Commerce (Accounting). She is also an Accredited Aged Care Professional TM.