Marissa de Saint Quentin CFP®
About Me
I have been delivering strategic wealth advice for over 24 years. I partner with you and your family to provide highly personalised wealth management solutions tailored to your individual needs. I pride myself on being able to build long and lasting relationships with my clients and providing tailored solutions.
I am a highly motivated and ethically driven adviser and believe that time well spent is time spend with my client, understanding your personal situations and goals. Areas of advice I can assist you with:- Superannuation advice- Self Managed Super Fund - Retirement Planning- Estate Planning- Social Security- Debt Management Strategies- Asset Allocation Advice- Investment Advice.
I welcome your enquiry and look forward to working with you.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management

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Years of Experience 25 Years
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Licensed By Insight Investment Services Pty Ltd
