Marcus Nicholson

Mpfinplan Pty. Ltd.

Gold

6 Yrs Experience

Carlton North, VIC 3054

About Marcus
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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.

5.00 February 2023

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.

5.00 December 2021

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!!

5.00 February 2021

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.

4.75 January 2021

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.

5.00 April 2020

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.