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
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Years of Experience 14 Years
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Licensed By Capstone Financial Planning Pty Ltd