Marion Gaertner
Finance Evolutions
Marion commenced in the financial services industry in 2007, after a distinguished career in education. Her positions included those of Principal at Annesley College and Head of Campus at Trinity College Gawler.
Her qualifications include a Master of Business Administration, Diploma of Financial Services (Financial Planning) and Diploma of Financial Services (Finance / Mortgage Broking Management).
Marion has a high commitment to ongoing professional development. As an Authorised Representative, Marion believes in helping her clients build a comprehensive program to make the most of their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. She achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions. Marion is authorised to provide a wide range of services to you.
In addition to financial planning, Marion is also a qualified Mortgage Broker and can provide financial services and reviews in relation to home loans, property investment loans, commercial and personal lending.
Expertise
My fees
Fees charged are similar to those charged by accountants - based on the advice provided. They are fixed and will be discussed at our first meeting. Some advice is charged via a fixed fee per service and some is charged by the hour.
At a glance
-
Adviser status
Gold
- First year providing advice 2008
- Years of experience 16
-
Highest qualification
- Master of Business Administration
-
Language spoken
- English
Finance Evolutions
Innovation House, 50 Mawson Lakes BlvdMawson Lakes, SA 5095
Opening hours
- 10:00am – 6:00pm Monday – Friday
Licensed by
Interprac Securities
AFSL 246638
