Marie Rolton
(
Springfield-Ipswich
)
Private Client Adviser
As a member of the LGBTIAQ+ community, I champion inclusive financial advice, providing personalised guidance that empowers every client to build confidence and lasting financial security on their own terms.
Marie believes good financial advice should be welcoming, clear and tailored to the person in front of her. She partners with individuals and families, particularly women, the LGBTQIA+ community, and neurodivergent or disabled clients, to build strategies that align with their values, goals, and life stage, helping every client feel confident, empowered and supported.
Investment Style
Marie believes Investing should be simple, transparent, and driven by what matters most to her clients. She takes a long-term view and draws on the full range of investment options to build diversified, cost-effective portfolios. Each strategy is tailored to the client's risk profile and life stage and reviewed regularly so it evolves alongside their goals and circumstances.
Services and Specialties
No items found.
Industry Experience
Sectors Covered
Industry recognition
Qualifications and Professional Affiliations
Ethics and Professionalism in Financial Advice
Bachelor of Commerce (Finance and Financial Planning)
Associations
No items found.
Competencies
Generic
Financial Planning
Securities
Managed Investments
Superannuation
I am employed by Forefront Financial Services Pty Ltd which operates the business of Morgans Financial Limited - Springfield-Ipswich. My employer remunerates me by way of salary and percentage of fees. I am eligible to participate in a bonus scheme depending upon performance.
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