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Marcus Hadfield

Spire Financial Planning

Bronze
16 Yrs Experience
Craigburn Farm, SA 5051

I am a Financial Planning specialist with over 20 years of diversified corporate experience, and can offer advice in a variety of areas including superannuation and account-based pensions, Centrelink, personal risk management, estate planning and wealth creation strategies.

With a clear focus on the financial needs and goals of his clients, Marcus delivers personalised service in an accessible, easy to understand manner.

I hold an Advanced Diploma in Financial Services and am a member of the Financial Planning Association of Australia.

I initially trained as an accountant and worked for a firm of Chartered Accountants in the UK.

In January 2008 I joined the Nab Bank as a financial adviser and have subsequently worked as a Senior Financial Adviser for a large Credit Union and an Industry Superannuation Fund.

I have now established my own business, Spire Financial Planning, with Lifespan as licensee.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Socially Responsible
  • Tax Strategies

At a glance

  • Adviser status Bronze
  • First year providing advice 2008
  • Years of experience 16
  • Highest qualification
    • Advanced Diploma of Financial Planning
  • Language spoken
    • English

Spire Financial Planning

9 Creswell Ave
Craigburn Farm, SA 5051

Licensed by

Lifespan Financial Planning

AFSL 229892