Marcus holds a Diploma of Financial Planning, Graduate Diploma of Financial Planning and Masters of Financial Planning having completed his study through Kaplan Professional.
Marcus joined Moran Howlett Financial Planning (now Moran Partners Financial Planning) in 2014 and has been an integral part of the business ever since primarily through his role as a Senior Paraplanner and support to Paul Moran. He has over 18 years’ experience working in the Financial Planning industry.
During his time as a Paraplanner he has had regular client contact and has been the main support to the licensed Financial Planners through providing implementation of strategies and the presentation of Statement of Advices (SoA’s). Having had extensive experience in a support role, Marcus has a deep understanding of all facets of the financial planning process. His particular expertise is in retirement planning, cash flow modelling and management and superannuation strategies.
We were referred to Marcus from another adviser and with whom he had worked. His advice was pragmatic, thorough and tailored to our specific needs. No hesitation to recommend him to anyone seeking to get advice on retirement planning.
Marcus was super responsive and clear with his advice and direction. My wife and I are in a much better position with our finances after implementing all of Marcus's recommendations. We would not hesitate in recommending him to others. Thanks Marcus!!
Marcus has helped me to move smoothly into semi-retirement. This has been done with a detailed assesment of my current and furture reqirements. Thank you for making the transition easy and painless.
Without Marcus's assistance, negotiating a way through very unpredictable 2020 for my first foray into financial management other than my own, would have been a complex and worrying undertaking. Marcus was attentive and always listened to my disquiet about moving forward and understood at each step of the way from where my concerns stemmed. I appreciate his time and patience with all my questions. I would happily recommend his services in the future. Thank you Marcus.
Marcus gave me as much time as was needed to both understand the options and benefits and to make sure I was fully across the offering. It was a pleasure dealing with him and I have no doubt we will engage Marcus to advise on other areas of our financial and personal affairs.
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2018
- Years of experience 5
- Graduate Diploma of Financial Planning
Mpfinplan Pty. Ltd.767a Nicholson Street
Carlton North, VIC 3054 6 Wharf St E
Queenscliff, VIC 3225
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Mpfinplan Pty. Ltd.