Marc Wierzbicki | Director and Financial Planner
CFP®, SSA®, BBus (Fin), Dip FS (FP), Adv Dip FP
Marc has over a decade of experience providing advice to a broad range of clients. Marc is a Certified Financial Planner® through the Financial Planning Association of Australia, a SMSF Specialist Adviser® through the Self Managed Super Fund Association, an Accredited Aged Care Specialist and holds a Bachelor of Business majoring in Finance, an advanced Diploma of Financial Planning and a Diploma of Financial Services (Financial Planning).
Although Marc provides advice across a wide scope of subject matters, he specialises in retirement planning, wealth accumulation and protection/insurance advice.
Marc provides tailored personal advice and is passionate about building relationships that matter.
Marc is a member of the Financial Planning Association of Australia, which is Australia’s leading professional association of the financial advice profession. Marc is also a member of the SMSF Association, which is the peak professional body representing the SMSF sector and abides by their codes of professional conduct.
Our financial planning process is built from one simple principle: getting to know you and your unique circumstances before making any recommendations. This starts with an initial meeting which is at our cost, to discuss your needs and objectives.
Fiona Petrusma | Financial Planning Associate
Dip FS (FP), Adv Dip FS (FP)
Fiona works alongside our advisers and supports new and existing clients with a range of services. Fiona has over three decades of experience in finance with thirteen of those years in the provision of providing financial advice in helping clients to achieve the peace of mind that a comfortable and secure financial future gives. Fiona believes that communication is key to understanding your individual goals. Fiona loves growing relationships along with being a part of the individual personally tailored solutions created.
Fiona holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning) and is a member of the Financial Planning Association of Australia (FPA) and abides by their code of professional conduct.
Andrew Glover | Consultant
CFP®, Dip FP
Andrew Glover is a seasoned financial planning expert with 30 years of experience guiding Tasmanians in achieving their financial goals. Holding a Diploma in Financial Planning from Deakin University, Andrew has developed a specialization in retirement and investment advice.
As a Consultant for Acuity Wealth Management, Andrew is dedicated to delivering personalized solutions that address the unique needs of his clients. He looks forward to reconnecting with long-standing clients and establishing new relationships, providing expert guidance and support every step of the way.
Lucy Li | Client Services Officer
MBA (Fin), BBus (Acc)
Lucy graduated her Bachelor of Business in 2017 at Charles Sturt University and then went on to complete a Master of Business Administration majoring in Finance in 2021. Joining the team at Acuity Wealth Management in 2024 as a Client Services Officer, Lucy is focused on providing high quality outcomes for clients and building her career in the profession.
Ruben Tomkins | Client Services Officer
BBus (Fin)
Ruben joined the team at Acuity Wealth Management in 2024 as a Client Services Officer. Ruben is a Bachelor of Business graduate majoring in Finance at the University of Tasmania and is excited to start his journey in the financial advice profession. Ruben aspires to grow into a financial planner being actively involved in the industry to provide the highest quality outcomes possible.