Tony Marshall

Quill Group Financial Planners Pty Ltd

Gold
19 Yrs Experience
Southport, QLD 4215

Recent reviews

Quill Group Financial Planners Pty Ltd

10 Short St
Southport, QLD 4215

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 1
  • First year providing advice 2003
  • Years of experience 19
  • Highest qualification
    • Bachelor of Business (Banking and Finance)
  • Language spoken
    • English

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

Licensed by

Quill Group Financial Planners Pty Ltd

AFSL 300810

5.00
1 Review
5
4
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2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"Tony has assisted me get my life and TPD insurances sorted. I have relatively complex needs with personal (mortgage) debt as well as significant business debt. Tony got the insurances structured correctly - i.e. life + TPD in my SMSF for tax deductibility as well as income protection + trauma insurance in my personal name. Saved me significant amounts on my premiums."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

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

  • Superannuation
  • Insurance Protection

Qualifications & Training

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Deakin University
Completed
2004

Bachelor of Business (Banking and Finance)

Level
7 - Bachelor Degree
Institution
Queensland University of Technology (QUT)
Completed
1999

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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