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George Marshall

George Marshall

MAppFin, GradDipFP
Authorised representative number: 001295253

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


Financial Planner AFP member of FAAA


Financial Planning
Managed Investments
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.