George Marshall
MAppFin, GradDipFP
Financial Adviser
I am dedicated to providing tailored financial solutions to help clients achieve their goals. With expertise in wealth management and a client-centric approach, I strive to deliver exceptional service and build long-lasting relationships based on trust and integrity.
George is a Financial Adviser, delivering tailored wealth management advice and services to Morgan's client base. He specialises in working with professionals and business owners who are looking to build their wealth for retirement.
Investment Style
I prioritse capital preservation, aiming to safeguard my clients' investments against potential market risks. Simultaneously, I seek opportunities for growth by carefully selecting diversified investment options that align with their financial objectives. By combining a balanced approach with strategic decision-making, I aim to deliver consistent and sustainable long-term returns for my clients.
Services and Specialties
Superannuation Advice
Portfolio Administration
Financial Planning
Investment Advice
Wealth Management
Qualifications and Professional Affiliations
Graduate Diploma of Financial Planning
Master of Business (Applied Finance)
Bachelor of Education
Accredited Derivatives Advisers Level 1
Associations
Financial Planner AFP member of FAAA
Competencies
Superannuation
Generic
Securities
Financial Planning
Managed Investments
Derivatives Level 1
I am employed by Hansenese Pty Ltd which operates the business of Morgans Financial Limited - Ballina. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
