"By taking a holistic approach to understanding clients' needs, my aim is to provide comprehensive advice in all areas of planning, investments and wealth management so clients can achieve their financial goals."
Marcia has worked in the finance industry since 1999 and consequently has a broad range of experience in risk and portfolio management, investments, superannuation and retirement planning. Prior to working at Morgans, she gained experience in Australia and overseas, working for Morgan Stanley, Merrill Lynch and Credit Suisse.
Services and specialities
- Financial Planning
- Personal Insurance
- Retirement and Estate Planning
- Self-Managed Super Funds
- Stockbroking
- Superannuation Advice
Investment Style
By focusing on strategic management, quality companies and macroeconomic conditions, Marcia can tailor comprehensive advice to specific investment opportunities and personalised strategies.
Industry Education & Experience
Qualifications
- Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional, 2011
- Bachelor of Business Administration (Marketing), Washington State University, 1996
- SMSF Specialist Advisor (SSA) Accreditation, Self Managed Super Fund Association, 2015
- Graduate Diploma of Applied Finance & Investment, Finsia, 2002
- Accredited Aged Care Professional™, Aged Care Steps, 2021
Professional Associations
- SMSF Professionals' Association of Australia
- Women in Finance
Approved Competencies
- Derivatives Level 1
- Derivatives Level 2
- Financial Planning
- Generic
- Life Insurance
- Managed Investments
- Margin Lending
- Securities
- Superannuation
I am employed by Morgans Holdings (Australia) Limited which operates the business of Morgans Financial Limited - Brisbane. My employer remunerates me by way of salary and percentage of fees. As a shareholder of Morgans Holdings (Australia) Limited, I may be entitled to a share of profits. I am eligible to participate in a bonus scheme depending upon performance.