Marc Ventura
About Me
I have spent over 16 years as a Financial Adviser offering advice to individual clients, as well as small and large business clients.
I have an extensive experience in assisting First Home buyers, young families wanting to transform their financial lives, business owners and those wanting to reduce their mortgage in 16 years or less. I have developed specialised programs to help each of these types of people achieve their goals
I hold a Diploma in Financial Planning, Advanced Diploma in Financial Planning, Grad Cert in Applied Finance, Diploma in Mortgage Broking and am currently completing a Master’s in Accounting.
I am sub-authorised to provide the financial services described in the FSG by M&L Ventura Pty Ltd T/A Wealth District, Authorised Representative No. 000462134, which is a Corporate Authorised Representative of Axies Pty Ltd trading as Spark Advisors ABN 38 136 704 446 AFSL 339384.
Areas of Focus
- Aged care
- Cashflow management
- Investments
- Life/personal insurances
- Retirement
- SMSF
- Superannuation
- Wealth management
-
Years of Experience 19 Years
-
Licensed By Axies Pty. Ltd.