Marissa is a Certified Financial Planner® who has been delivering strategic wealth advice for 20 years. She commenced her career in financial services in Sydney in 1997 and holds a Diploma of Financial Planning and an Advanced Diploma of Financial Planning. Marissa has worked as a senior financial planner for various institutions advising high net worth clients, small business owners, professionals and ‘mum and dad’ investors, providing advice and solutions on pre and post-retirement planning, superannuation, self-managed super funds, investments, asset allocation, gearing and asset protection.
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 services 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 partner Eric and daughter Briana enjoy travelling, swimming, paddle boarding and keeping fit.
Wealth Architects Brisbane City
Level 7, 545 Queen Street,
Brisbane, QLD 4000