Marissa Mcdonald
Financial Adviser
Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.
About
Marissa Mcdonald is an ASIC-registered financial adviser based in Murwillumbah, NSW, dedicated to helping individuals and families achieve their financial goals. With a strong foundation built on qualifications from AAMC in Derivitives and Securities, Financial Services, Life Insurance, and Super and Managed Funds (2009), Marissa brings a wealth of knowledge and experience to her clients. As a member of the Financial Advice Association of Australia (FAAA), Marissa adheres to the highest ethical and professional standards. She is authorised to provide advice on a comprehensive range of financial products, including superannuation, insurance, wealth management, and retirement planning. Marissa can also advise on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities, ensuring tailored solutions to meet diverse financial needs. Marissa is passionate about empowering her clients through clear, understandable advice and ongoing support. Her services include: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice Ready to take control of your financial future? Contact Marissa Mcdonald today for a consultation and discover how she can help you achieve your financial aspirations.
Specialisations
Areas of Expertise
Client Types
Services
Licence & Registration Details
Verify credentials independently before engaging services
Frequently Asked Questions
What types of financial advice does Marissa Mcdonald offer?
Marissa Mcdonald provides advice on superannuation, insurance, wealth management, retirement planning, investment life insurance, life risk insurance, securities, retirement savings accounts and government debt securities.
What qualifications does Marissa Mcdonald have?
Marissa holds qualifications from AAMC in Derivitives and Securities, Financial Services, Life Insurance Skill Set and Super and Managed Funds (all obtained in 2009).
How does the financial planning process work with Marissa Mcdonald?
The process typically begins with an initial consultation to understand your financial situation, goals, and risk tolerance. Marissa will then develop a personalized financial plan tailored to your needs, which she will review and adjust as needed over time.
What can I expect during my first meeting with a financial advisor?
During your first meeting, expect to discuss your current financial situation, including your income, expenses, assets, and liabilities. You'll also talk about your financial goals, such as retirement, buying a home, or saving for your children's education.
Why should I choose Marissa Mcdonald as my financial advisor?
Marissa Mcdonald provides professional, ethical and tailored advice, is fully qualified and has a passion for helping clients achieve their financial goals. Her FAAA membership ensures commitment to high standards and ongoing professional development.
Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.