Marc Siciliano CFP®
About Me
Marc believes that listening carefully to his clients enables him to develop a clear understanding of their goals and objectives to provide relevant commercial advice. He explains; 'my clients know that I am willing to go over and above expectations.'Starting his career with William Buck as an undergraduate in 2007, Marc continues to enjoy the diverse range of work he undertakes. He understands that each client circumstance is different and thrives in the opportunity to provide relevant solutions and to be a part of the success story.Marc is a big advocate of team work, collaborating with those around him to make the most of each person's unique skillset. He does not only apply this to his professional life; Marc has been a passionate soccer player for 23 years and relishes the opportunity to get out in the fresh air away from technology and unleash his competitive spirit. Marc's work ethic and dedication to servicing his clients was formally recognized in 2014 when Marc was awarded William Buck Employee of the Year for his outstanding contributions.
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 11 Years
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Licensed By William Buck Wealth Advisors (vic) Pty Ltd