Financial Advisor - Marcus McGuren
Academic & Professional Qualifications
- CERTIFIED FINANCIAL PLANNER™
- Bachelor of Business (Finance)
- Diploma of Financial Planning
Background
Marcus commenced practice in the financial planning industry in 1996 when he joined Plan B Wealth Management (then known as Precedent Financial Services). Originally working in a Technical role he oversaw the company's expanding Technical Services Team before moving into Financial Advising.
During this time he gained extensive experience in the preparation of complex financial planning strategies. After working for the one firm for almost 11 years, Marcus left in 2007 to establish his own advice business.
Marcus is retained by many professionals and business owners to provide ongoing strategic financial advice. He assists clients in achieving their financial and lifestyle objectives with less risk and greater control and certainty.
Marcus has satisfied the education, examination, experience and ethics requirements for certification as a CERTIFIED FINANCIAL PLANNER™ professional. He has committed to abide by the Code of Ethics and Rules of Professional Conduct of the Financial Planning Association (FPA). He undertakes continuing professional development and engages in the provision or direct supervision of comprehensive financial planning advice in accordance with the FPA six step financial planning process.
Connect with Marcus on Linkedin: Marcus McGuren
