Marcus Walsh

Senior Financial Planner


Marcus has been a financial planner for 20 years, having worked in private practice and in the banking industry. He helps people achieve their financial objectives and lifestyle goals by uncovering what is important to them. Marcus guides his clients through the ever-changing financial landscape and helps to clear the confusion on the seemingly endless rules and regulations.

Marcus holds a Bachelor of Commerce (Banking & Finance) degree, an Advanced Diploma in Financial Planning ADFS (FP) and is a registered member of the Financial Planning Association (FPA).

Marcus understands the importance of long term relationships and always displays a genuine, caring and professional approach with his clients. He is focused on putting his clients in the best possible financial position and gets enormous satisfaction from seeing them achieve their goals.

Outside of work, Marcus loves spending time with his loved ones, travelling, watching sport and going to the gym.