Marion Gaertner
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
Marion Gaertner is an ASIC-registered financial adviser based in Mawson Lakes, South Australia, dedicated to helping clients achieve their financial goals. With a diverse educational background including a Bachelor of Arts (Hons) from the University of Adelaide, a Diploma of Education, an MBA from the Australian Institute of Business, and Diplomas in Financial Services and Finance/Mortgage Broking Management, Marion brings a wealth of knowledge and experience to her practice. As a member of the Finance Brokers Association of Australia and the Financial Advice Association of Australia (FAAA), Marion is committed to upholding the highest standards of professionalism and ethical conduct. She is authorised to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Marion can assist you with: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment guidance Whether you are planning for retirement, seeking to grow your wealth, or need assistance with insurance, Marion can provide tailored advice to meet your specific needs. Contact Marion today to schedule a consultation and take the first step towards securing your financial future.
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 Marion Gaertner offer?
Marion provides advice on superannuation, insurance, wealth management, retirement planning, Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. She offers tailored solutions to meet your specific financial needs.
What qualifications does Marion Gaertner have?
Marion holds a Bachelor of Arts (Hons), a Diploma of Education, a Diploma of Financial Services (Financial Planning), an MBA, and a Diploma of Financial Services (Finance/Mortgage Broking Management). She is also a member of the Finance Brokers Association of Australia and the Financial Advice Association of Australia (FAAA).
What is the process for working with Marion Gaertner?
The process typically starts with an initial consultation to understand your financial goals and current situation. Marion will then develop a personalised financial plan, implement the plan with your approval, and provide ongoing reviews to ensure it remains aligned with your changing needs.
What can I expect from a consultation with Marion?
During a consultation with Marion, you can expect a thorough assessment of your financial situation, a clear explanation of your options, and a collaborative approach to developing a plan that helps you achieve your goals. You'll also receive transparent information about fees and services.
How can Marion help me with retirement planning?
Marion can help you create a comprehensive retirement plan that considers your income needs, investment strategies, and superannuation options. She can also provide guidance on managing your retirement savings and ensuring a comfortable retirement lifestyle.
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.