Our Advisers

Marissa is a Certified Financial Planner® who has been delivering strategic wealth advice for over 23 years. She commenced her career in financial services in Sydney in 1997 and holds a Diploma of Financial Planning , Advanced Diploma of Financial Planning and Graduate Diploma of Financial Planning as well as being a Certified Financial Planner. Marissa has worked as a senior financial planner for various institutions advising ‘mum and dad’ investors , high net worth clients, small business owners, professionals providing advice on pre-retirement planning,  retirement planning, superannuation, self-managed super funds, investments, asset allocation, insurance and gearing strategies.  With over 20 years’ experience in the industry Marissa is well equipped to tailor a unique solution for your investment needs will keep you informed every step of the way whilst providing advice in a way that is easy to understand.

Her passion for helping clients is demonstrated through the long-term relationships she builds, along with the trust she instils and the ethical practices she upholds. Marissa can help you to identify the types of advice and products that will be appropriate to meet your financial goals. In addition, you can choose whether to receive advice about a range of needs all at once, or advice about a single issue, so your most important goals are achieved first.

Away from the office Marissa, her husband Eric and daughter Briana enjoy travelling, swimming, paddle boarding and keeping fit.