Marcus Reade-Brown
Financial Planner
I help clients make confident financial decisions through clear advice, disciplined investing, and long-term partnership built on trust and understanding.
Marcus is a certified Financial Planner with over 20 years experience across investments and wealth advice. He has worked extensively with high - net worth clients and brings strong technical, analytical and communication skills to every client relationship.
Investment Style
Marcus takes a client-centered, disciplined investment approach, focusing on understanding individual goals, risk tolerance, and time horizons. He combines managed funds and direct equities to create well-structured portfolios, aiming to deliver long-term outcomes while managing risk through changing market conditions.
Services and Specialties
Stockbroking
Self-Managed Super Funds
Superannuation Advice
Aged Care
Retirement and Estate Planning
Financial Planning
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Professional Diploma in Stockbroking
Bachelor of Economics
Accredited Aged Care Professional™
Ethics and Professionalism in Financial Advice
Advanced Diploma of Financial Services (Financial Planning)
Margin Lending Accreditation Program
Certified Financial Planner
Introduction to SMSFs
Associations
Financial Advice Association Australia (FAAA)
SMSF Association
Competencies
Securities
Superannuation
Generic
Financial Planning
Managed Investments
Margin Lending
I am employed by Thornpac Pty Ltd which operates the business of Morgans Financial Limited - Norwood. My employer remunerates me by way of salary.
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