Marcus Nicholson

Moran Partners Financial Planning Pty Ltd

Silver
4 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 15 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 personal insurances, cash flow modelling and management and superannuation strategies.

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 13
  • First year providing advice 2018
  • Years of experience 4
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Moran Partners Financial Planning Pty Ltd

767a Nicholson Street
Carlton North, VIC 3054

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Moran Partners Financial Planning Pty Ltd

AFSL 428848

4.90
13 Reviews
5
4
3
2
1
5.00
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 13

Sort by

5.00

"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!!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marcus helped us to review our Insurances (Life, TPD, Salary Continuance and Trauma). The whole process was seamless. Marcus explained everything clearly and our circumstances were well considered. We felt we were getting the best advice relevant to our situation. Marcus followed through from start to finish and was always professional and courteous throughout our dealings."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Marcus helped me to apply for income protection. He explained everything clearly and I am happy with the outcome we achieved"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Marcus was helpful in finding insurance for me in my situation. He had solid product knowledge and so I was confident in taking his advice."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Marcus was extremely professional and explained everything to me very clearly in a way i could understand. I would highly recommend him to friends and family."

  • Superannuation
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Having recently consulted Marcus in regards to income protection, I would have to highly recommend him. He was very well versed in the options available and thoroughly went over my circumstances before recommending the ideal option. Efficient, courteous and a credit to the team at Moran Partners Financial Planning."

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Although I am a new client for Marcus, he has shown a very professional approach to his work on giving advise on how I move from working life to retirement. Having an association with his company for some time, this has given my confidence in what advise Marcus has given. The real test is really how successful his planning works out in a very testing time for financial advising. But knowing I will need to have someone to trust with this most important part of my life, I am very happy with what Marcus has done for me."

  • Superannuation
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 13

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Diploma of Financial Services

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2009

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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