Marlene Zwarts
Chpw Financial Pty Ltd
Gold
16 Yrs Experience
Port Melbourne, VIC 3207
I commenced in the financial services industry in 2009 working for smaller boutique accounting firms and large corporate institutions providing holistic wealth advice.
I enjoy assisting individuals and families to better manage their financial affairs. I hold the Master of Financial Planning qualification, specialising in Retirement planning, Aged Care advice, Direct Equities and Personal Risk Insurance.
Expertise
At a glance
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Adviser status
Gold
- First year providing advice 2009
- Years of experience 16
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Highest qualification
- Master of Financial Planning
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Language spoken
- English
Chpw Financial Pty Ltd
100 Spring St NPort Melbourne, VIC 3207
Meeting methods
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In person
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Phone
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Video call
Licensed by
Chpw Financial Pty Ltd
AFSL 280201
