George Marshall
Financial Adviser
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About
George Marshall is an ASIC-registered financial adviser based in Ballina, NSW, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. George holds a Bachelor of Education from Griffith University (2008) and a Master of Business (Applied Finance) from Queensland University of Technology (2018). He completed his Financial Adviser Exam in 2021 and also holds a Graduate Diploma of Financial Planning from KAPLAN (2021). Further enhancing his expertise, George is an Accredited Derivatives Adviser Level 1, certified by Kaplan Professional (2024). As a member of the Financial Advice Association of Australia (FAAA), George adheres to the highest ethical and professional standards. George is authorized to provide advice on a wide range of financial products, including superannuation, wealth management, securities, derivatives, and government debt securities. He specialises in creating robust financial strategies that align with each client's unique circumstances and aspirations. • Superannuation advice • Wealth management strategies • Investment advice (securities & derivatives) • Retirement planning • Financial goal setting Ready to take control of your financial future? Contact George today to schedule a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does George Marshall provide?
George Marshall provides advice on superannuation, wealth management, securities, derivatives, and government debt securities. He can help you with retirement planning, investment strategies, and achieving your overall financial goals.
What qualifications does George Marshall have?
George holds a Bachelor of Education, a Master of Business (Applied Finance), a Graduate Diploma of Financial Planning, and is an Accredited Derivatives Adviser Level 1. He is also an ASIC-registered financial advisor and a member of the Financial Advice Association of Australia (FAAA).
What is the first step in working with George Marshall?
The first step is to schedule an initial consultation. During this meeting, George will discuss your financial situation, goals, and risk tolerance to determine how he can best assist you.
How does George Marshall tailor his advice to my specific needs?
George takes a holistic approach to financial planning. He carefully assesses your individual circumstances, including your income, expenses, assets, and liabilities, to create a personalized financial plan that aligns with your objectives.
What can I expect from George Marshall's ongoing support?
George provides ongoing support and regular reviews to ensure your financial plan remains aligned with your evolving needs and market conditions. He is committed to building long-term relationships with his clients and providing proactive advice to help them stay on track to achieve their financial goals.
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