About Me

With over 25 years of experience in delivering strategic financial advice and investment management, Marissa is a highly respected Certified Financial Planner® who works closely with high-net-worth individuals, business owners, and everyday investors. Her areas of expertise include wealth accumulation, asset protection, strategic asset allocation, investment management, superannuation, SMSFs, and both pre-retirement and retirement planning strategies.

Marissa is passionate about helping clients make informed, confident financial decisions. She takes the time to understand their unique goals and values, and is committed to providing tailored solutions that support their long-term success.

Known for her ethical approach and strong relationship-building skills, Marissa believes that truly effective financial planning is built on trust, open communication, and a deep understanding of each client’s personal situation. She prides herself on forming lasting partnerships, guiding clients through every stage of their financial journey.

Her combination of experience, empathy, and strategic insight is not only an asset to her clients, but also a driving force behind the enduring success of her practice.