Tammy Marshman
Financial Adviser
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About
Tammy Marshman is an ASIC-registered financial adviser based in Sydney, NSW, committed to helping clients achieve their financial goals with personalised and comprehensive advice. Tammy holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and has completed studies in Self Managed Superannuation Funds. She further holds the Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia and is an Accredited Aged Care Professional & Aged Care Specialist. Tammy will complete a Graduate Diploma of Financial Planning in 2025. As a member of the Financial Advice Association of Australia (FAAA), Tammy adheres to the highest ethical and professional standards. Tammy is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. She specialises in crafting tailored strategies that align with each client's unique circumstances and aspirations. • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Aged care financial planning Ready to take control of your financial future? Contact Tammy today to schedule a consultation and discover how she can help you achieve your financial dreams.
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Frequently Asked Questions
What services does Tammy Marshman offer?
Tammy Marshman provides comprehensive financial advice including superannuation advice, retirement planning, wealth management, and insurance solutions. She also specialises in aged care financial planning.
What qualifications does Tammy Marshman have?
Tammy holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and has completed studies in Self Managed Superannuation Funds. She further holds the Certified Financial Planner (CFP) designation from the Financial Planning Association of Australia and is an Accredited Aged Care Professional & Aged Care Specialist. Tammy will complete a Graduate Diploma of Financial Planning in 2025.
What is the process for working with Tammy Marshman?
The process typically begins with an initial consultation to understand your financial goals and current situation. Tammy will then develop a personalised financial plan tailored to your needs. Regular reviews are conducted to ensure your plan remains aligned with your evolving circumstances.
What can I expect from a consultation with Tammy Marshman?
During a consultation with Tammy, you can expect a thorough assessment of your financial situation, a clear explanation of potential strategies, and a collaborative approach to developing a financial plan that meets your specific needs.
How does Tammy Marshman stay up-to-date with industry changes?
As a member of the Financial Advice Association of Australia (FAAA) and a CFP professional, Tammy is committed to ongoing professional development and stays informed about the latest industry regulations and best practices to provide you with the most current and effective advice.
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