Marcus Nicholson

Mpfinplan Pty. Ltd.

6 Yrs Experience
Carlton North, VIC 3054

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.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.93
  • Number of reviews 14
  • First year providing advice 2018
  • Years of experience 6
  • Highest qualification
    • Master of Financial Planning
  • Language spoken
    • English

Mpfinplan Pty. Ltd.

767a Nicholson Street
Carlton North, VIC 3054
6 Wharf St E
Queenscliff, VIC 3225

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
  • Video call
    Video call

Licensed by

Mpfinplan Pty. Ltd.

AFSL 428848