Marion GaertnerFinancial Planner
Phone: 0408 677 438
Marion commenced in the financial services industry in 2007, after a distinguished career in education. Her positions included those of Principal at Annesley College; Head of Campus at Trinity College Gawler; President of the Mathematical Association of SA and Chief Assessment Officer (SACE Stage 2 Business Mathematics) with the Senior Secondary Assessment Board of SA (now SACE Board).
Her qualifications include a Master of Business Administration, Diploma of Financial Services (Financial Planning) and Diploma of Financial Services (Finance / Mortgage Broking Management).
Marion has a high commitment to ongoing professional development. As an Authorised Representative, Marion believes in helping her clients build the complete program they need for their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. She achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions. Marion is authorised to provide a wide range of services to you.
- Investment Planning
- Wealth Accumulation Advice
- Risk Planning Management
- Superannuation Advice
- Retirement Planning Advice
- Business or Farm Succession
- Estate Planning
- Centrelink (Social Security) Advice
- Tax Efficient Strategies