Marshall Brentnall

Evalesco Financial Services Pty Ltd

Platinum
21 Yrs Experience
Sydney, NSW 2000
For as long as I can remember the instinct to protect has always been there for me, whether it relates to my family, friendships, my time on the beach as a lifesaver, or now as a financial adviser for those planning for or in retirement. Planning for, and making the decision to retire is something that our clients only do once, but it is something that we manage daily for those in the Evalesco family. I truly love knowing that the guidance and financial leadership we provide allows our clients to spend more doing the things that they love, whilst we manage and protect the assets and legacies it has taken them a lifetime to build. Outside of being a devoted Dad, Hubby and Adviser at Evalesco, I love anything to do with skiing, gadgets, fun runs, rugby and also consider myself to be a bit of an ideas man!

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Platinum
  • Rating 5.00
  • Number of reviews 36
  • First year providing advice 2001
  • Years of experience 21
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Evalesco Financial Services Pty Ltd

Suite17.03, Level 17, 20 Bond St
Sydney, NSW 2000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Australian Advice Network Pty Ltd

AFSL 472901

5.00
36 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
4.95
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 36

Sort by

5.00

"The best decision I've ever made is to seek financial advice from Marshall!"

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

"Excellent service which meets my needs, and allows me to have peace of mind knowing that a team are there to support me as I approach retirement."

  • Government Assistance
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Over several years Marshall has advised me in respect of setting up a self managed Super Fund and then transitioning to retirement. His advice and competence has been invaluable."

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I feel assured that my financial circumstances are nurtured and maximised by Marshall and Katherine in all respects."

  • Superannuation
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"We always leave our meetings with Marshall and Melody feeling reassured our finances are being managed effectively. I have trust in Marshall, Melody and the Evalesco team."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I always leave my meetings with Marshall feeling reassured my finances are being managed effectively. I have trust in Marshall and his team."

  • Insurance Protection
  • Aged Care
  • Small Business Advice
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I have found Marshall has explained and helped me manage my account in such way that even I can understand. Thank you to Marshall and the team."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"For the first time in my working life, I now have cash reserves and no longer use a credit card. I am excited about paying off bad debts and paying more to my home loan and super. I could never have achieved this on my own."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Borrowing
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"I am excited to be on board with Evalesco and feel I'm in good hands. Stuff is going to happen!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A session with Marshall always adds clarity and I leave feeling happier and more confident in my finances that when I arrived. Always a good feeling!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 36

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
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2001

Australian Securities Exchange Securities

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2009

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2002

Bachelor of Business

Level
7 - Bachelor Degree
Institution
University of Technology Sydney (UTS)
Completed
1996

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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