Marion Gaertner
About Me
Marion commenced in the financial services industry in 2007, after a distinguished career in Education where 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 Moderator of SACE Stage 2 (Year 12) Business Mathematics at the Senior Secondary Assessment Board of SA. Marion has a high commitment to her own ongoing professional development and educating her clients.
As an Authorised Representative of InterPrac Financial Planning, Marion believes in helping her clients build a comprehensive program to make the most of their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments, risk protection and estate planning needs. She achieves this by striving to provide quality advice, personalised service and practical ideas to deliver superior solutions.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Employment changes
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 16 Years
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Licensed By Interprac Financial Planning Pty Ltd