Marion Deegan

When Marion was 11, her school principal chose her to count the cash from 200 money boxes (for the poor)  which resulted in Marion running home to tell her Mum she knew what she wanted to be when she grew up - “someone who counts money”.  True to her word, she studied accounting first, turning figures into results and that has now evolved into successful financial planning at boutique Blue Edge Financial Planning.

I love the whole financial planning process and the discussions it creates when people are making what can seem a massive life changing decision.  The number of choices can seem daunting, and that’s my mission - to distil into layman’s terms all the simple and smart wealth creation, positive income generation and retirement options so that arriving at the right decision that perfectly suits you becomes very clear. 

With 20 years professional financial planning experience with major banking institutions, credit unions and retirement planning specialists (from management to para planning roles) Marion left corporate life, choosing to use her talents ‘for good not evil’.  It is not enough to have exemplary technical knowledge, it needs a personal approach for anyone to be able to trust and build a relationship with a financial planner.  Whilst others in the industry might recommend products just for the sake of change, my first and last mandate is that we chat together before we feel comfortable thinking about any strategy. 

A former committee member of Financial Planning Association and involved in writing some of the educational content for a bridging unit in the Certified Financial Planner student program, Marion has also lectured at Curtin University in Financial Planning and has presented at their information days for financial planners-to-be. Whilst studying for an accounting degree gave her a taste of financial planning, it is now her calling.

Project managing a husband, 3 kids and a dog, Marion wonders who will be the next in her family to be counting or pawing money boxes.