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 Advice 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 Advice 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.
Alex Morgan | Financial Planner
BBus (Fin/Econ), GradCertFin, GradDipFinPlan
Alex entered the financial planning industry in 2016 and has been providing personal financial advice since 2018. He specialises in guiding clients approaching or in retirement, helping them achieve a secure and fulfilling financial future. Alex also brings experience supporting clients in the wealth accumulation phase.
Alex holds a Bachelor of Business (Finance/Economics), a Graduate Certificate in Finance, and a Graduate Diploma of Financial Planning. He is dedicated to delivering personalised advice that aligns with each client’s goals and circumstances, focusing on retirement planning, wealth protection, and investment strategies.
Alex is excited to have joined Acuity Wealth Management in 2025. He takes a client-focused approach, beginning with an initial no-cost meeting to understand your goals, priorities, and concerns, and providing tailored recommendations designed to meet your individual needs.
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.
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.
Danika Palmer | Receptionist
As the first point of contact at Acuity, Danika takes pride in creating a welcoming environment for our clients and visitors.
With a strong background in administrative support and customer service, Danika assists in coordinating appointments, managing communication, and ensuring the day-to-day operations of the office run smoothly. Danika takes pride in helping create a positive experience for our clients at Acuity.