Marcus Carr
Financial Adviser
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About
Marcus Carr is an ASIC-registered financial adviser based in Dulwich, South Australia, dedicated to helping clients achieve their financial goals. Marcus holds a Master of Finance (Financial Planning) from the University of South Australia (2024), providing him with a strong foundation in financial principles and strategies. While not currently holding professional memberships, Marcus is committed to providing advice tailored to your individual needs. As an authorised financial adviser, Marcus can provide advice on a range of financial products including superannuation, insurance, and wealth management. He is also authorised to advise on Investment Life Insurance, Life Risk Insurance, Securities, and Government Debt Securities. This broad authorisation allows Marcus to create comprehensive financial plans designed to grow and protect your wealth. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management strategies • Investment advice • Retirement planning Ready to take control of your financial future? Contact Marcus Carr today to schedule a consultation and discuss your financial aspirations.
Specialisations
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Licence & Registration Details
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Frequently Asked Questions
What types of financial advice does Marcus Carr offer?
Marcus Carr specialises in superannuation, insurance, and wealth management advice. He can also provide guidance on Investment Life Insurance, Life Risk Insurance, Securities and Government Debt Securities.
What qualifications does Marcus Carr have?
Marcus Carr holds a Master of Finance (Financial Planning) from the University of South Australia (2024).
How does Marcus Carr develop a financial plan for clients?
Marcus develops tailored financial plans by first understanding your financial situation, goals, and risk tolerance. He then uses his expertise to create a strategy that aligns with your individual needs.
What can I expect during my first meeting with Marcus?
During your initial consultation with Marcus, you can expect to discuss your current financial situation, future goals, and any concerns you may have. This meeting will help Marcus understand your needs and determine how he can best assist you.
How can Marcus Carr help me with my superannuation?
Marcus can provide advice on various aspects of superannuation, including fund selection, contribution strategies, and retirement planning to help you maximise your superannuation benefits.
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