Marcus, started in the financial services profession in 1998, after acquiring a National Certificate in Financial Planning, and various courses to be in a positions to advise SME’s, some of these courses include “Manage your business like a Pro” and “Six step business compliance”.
Marcus is accredited as an independent financial advisor at Accredinet Financial Services, he continues to focus on the individual needs and requirements of each of his clients. It is important for Marcus to have a relationship that is built on trust and credibility, in order to secure the information necessary to understand his clients needs in order to provide a solution best suited to meet their needs.
Accredinet provides its independent advisors, access to all the main stram long term insurance companies, and invesments houses. Enabling them to give their clients the product best suited for their needs. This includes specialist services for clients in professional and specialist fields.
With three experienced administrative assistants providing support, robust systems, ongoing training and development, Marcus is able to stay in touch with the latest products and services the industry has to offer.
As with any business, key people must ensure that there is continuity, therefore, Marcus has a junior advisor in training, should he not be in a position to continue providing the service to his clients, the trainee advisor can step in.
Kindly contact Marcus and his team, should you require professional advice, whether it is personal or for your business, they are ready to take your call.