Marc Gratwick CFP®
About Me
Marc has over 30 years experience in the financial services industry with 18 of those as a financial adviser. In 2012 he joined Tynan Mackenzie / ipac securities limited / AMP Advice / PSK Private Wealth and continues to apply his expertise in assisting his clients plan successfully for build wealth and manage life transitions (such as retirement or change of employment).Marc has a passion for providing solutions, choice and support to his clients. He can provide comprehensive personal advice and he has specialist knowledge in superannuation, retirement planning, constructing investment portfolios and Centrelink issues. He takes great pride in building long-standing personal relationships with every client and will always seek to fully understand their particular goals and objectives before recommending any strategy or investment. Outside of the office, Marc enjoys tennis, the outdoors and spending time with his wife and two young daughters and experiencing all the joy and challenges that it brings.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Retirement
- Superannuation
- Wealth management
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Years of Experience 26 Years
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Licensed By Psk Advisory Services Pty Ltd