Marc Wierzbicki CFP®

Marc Wierzbicki CFP®

About Me

Marc has over a decade of experience providing advice to a broad range of clients. Marc is a Certified Financial Planner® through the Financial Planning Association of Australia, a SMSF Specialist Adviser® through the Self Managed Super Fund Association, an Accredited Aged Care Specialist and holds a Bachelor of Business majoring in Finance, an advanced Diploma of Financial Planning and a Diploma of Financial Services (Financial Planning). Marc provides tailored personal advice and is passionate about building relationships that matter.

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Government assistance
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®