Marion Kilsby
Financial Adviser
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About
Marion Kilsby is an ASIC-registered financial adviser based in Mount Gambier, South Australia, dedicated to helping clients achieve their financial goals with clarity and confidence. Marion holds a Diploma of Financial Planning from the Financial Planning Association of Australia (2002) and a Diploma of Financial Services (Finance/Mortgage Broking Management) from Plan Connect (2006), demonstrating a strong foundation in financial principles and mortgage broking. As a member of the Financial Advice Association of Australia (FAAA), Marion adheres to the highest ethical and professional standards, providing advice across a comprehensive range of financial products. Marion is authorized to provide advice on superannuation, insurance, wealth management, and retirement planning, ensuring clients receive tailored solutions that meet their unique circumstances. • Superannuation advice to maximize your retirement savings • Comprehensive insurance solutions to protect what matters most • Strategic wealth management to grow and preserve your assets • Retirement planning to ensure a comfortable future Marion also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities. Ready to take control of your financial future? Contact Marion Kilsby today to schedule a consultation and discover how personalized financial advice can make a difference.
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Frequently Asked Questions
What types of financial advice does Marion Kilsby offer?
Marion Kilsby provides advice on a wide range of financial matters, including superannuation, insurance, wealth management, and retirement planning. She can help you with everything from growing your investments to protecting your family's financial future.
What are Marion Kilsby's qualifications and experience?
Marion Kilsby holds a Diploma of Financial Planning and a Diploma of Financial Services (Finance/Mortgage Broking Management). She is also a member of the Financial Advice Association of Australia (FAAA), demonstrating her commitment to professional development and ethical conduct.
What is the process for working with Marion Kilsby?
The process typically starts with an initial consultation to understand your financial goals and current situation. Marion will then develop a personalized financial plan tailored to your needs and will work with you to implement and monitor the plan over time.
What can I expect from a financial planning session with Marion Kilsby?
You can expect a thorough and professional assessment of your financial situation, clear and understandable advice, and ongoing support to help you achieve your financial goals. Marion is committed to providing personalized service and building long-term relationships with her clients.
Does Marion Kilsby offer superannuation advice?
Yes, Marion Kilsby offers comprehensive superannuation advice, including strategies to maximize your retirement savings, consolidate your super accounts, and choose the right investment options for your risk profile.
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