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.
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.