He recently graduated with a Bachelor of Business (Finance and Economics) and brings two years of industry experience, including an internship at Findex Financial Advisory and Accounting Services and a year at Lifewealth.
Marco assists the advice team by preparing documentation, attending client meetings, implementing financial strategies, managing superannuation and cash flow modelling, and supporting general administration. He is currently completing a Diploma of Financial Planning as he works toward becoming a qualified Financial Adviser.
Marco is committed to delivering accurate, high-quality support that enhances the client experience and ensures seamless execution of tailored financial strategies.
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This webpage has been prepared by Ironbark Private Wealth.
This webpage contains general information only. It is not intended to represent specific professional advice and does not consider your personal financial circumstances or needs. This material is provided for informational purposes only and does not constitute a recommendation, offer, invitation, or solicitation to buy or sell securities or to make any investment. To the extent permitted by law, Ironbark Private Wealth is not liable for any loss or damage arising because of a reliance placed on the contents of this page. Please refer to the relevant Private Wealth Financial Services Guide for more information.
Ironbark Private Wealth includes the following wholly owned subsidiaries of Ironbark:
Lifewealth Pty Ltd ABN 79 100 448 182, Australian Financial Services Licence no. 279615, Paradigm Wealth Advisors Pty Ltd ABN 77 005 666 919, Australian Financial Services Licence no. 232459, and Avanti Financial Group Pty Ltd ABN 75 625 789 184, Australian Financial Services Licence no. 509033.