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Marshall Brentnall

Financial Adviser

Evalesco Financial Services Pty Ltd
Sydney, NSW 2000

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About

Marshall Brentnall is an ASIC-registered financial adviser based in Sydney, NSW, dedicated to helping clients achieve their financial goals. With a strong educational foundation including a Diploma of Business Studies and a Bachelor of Business from the University of Technology Sydney, Marshall has continuously enhanced his expertise through industry-leading qualifications. He is a Certified Financial Planner (CFP) with the Financial Advice Association Australia (FAAA), holding a Diploma of Financial Planning from the same esteemed organisation. Further accreditations include ASX Accredited Listed Products Adviser (ALPA), Margin Lending and Geared Investments, Self Managed Superannuation Funds, a Certificate IV in Finance and Mortgage Broking, and ongoing commitment to ethical standards with FPC002B Ethics and Professionalism in Financial Advice. As a member of the FAAA, Marshall is authorised to provide advice on a comprehensive range of financial products. This includes superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Marshall is committed to providing tailored financial solutions to meet the unique needs of each client. Key services offered: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning Ready to take control of your financial future? Contact Marshall Brentnall today to schedule a consultation and discover how he can help you achieve your financial aspirations.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Wealth Accumulation Superannuation Strategies Risk Management Investment Advice Insurance Solutions

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000225029

Verify on ASIC Register

Authorised Representative Number

000250831

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Marshall Brentnall offer?

Marshall Brentnall 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 Marshall Brentnall hold?

Marshall's qualifications include a Diploma of Business Studies and a Bachelor of Business from UTS, Certified Financial Planner (CFP), Diploma of Financial Planning, ASX ALPA, qualifications in Margin Lending, SMSFs, a Certificate IV in Finance and Mortgage Broking, and completion of Ethics and Professionalism in Financial Advice.

What can I expect during my first meeting with Marshall Brentnall?

During your initial consultation, Marshall will take the time to understand your current financial situation, your goals, and your risk tolerance. He will then develop a tailored financial plan to help you achieve your objectives.

How does Marshall Brentnall stay up-to-date with the latest financial regulations?

Marshall is committed to ongoing professional development and regularly participates in industry training and seminars to ensure he remains current with the latest financial regulations and best practices.

What is the Financial Advice Association Australia (FAAA), and why is Marshall Brentnall a member?

The FAAA is a professional body for financial advisers in Australia. Membership demonstrates Marshall's commitment to upholding high ethical standards and providing quality financial advice.

Get in Touch

Contact Marshall directly for personalised advice.

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.