Marguerite Arendtsz
Financial Adviser
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About
Marguerite Arendtsz is an ASIC-registered financial adviser based in Melbourne, VIC, dedicated to helping clients achieve their financial goals through comprehensive and personalized advice. With a Diploma of Financial Planning (DFP 1-8) from the FPA (1996), a Self Managed Super Funds accreditation from Integratec (2003), and ASX Accredited Listed Products Adviser (ALPA) Program from Kaplan (2009), complemented by a Master of Business (Banking and Finance) from Monash University (2015), Marguerite possesses a robust understanding of the financial landscape. She is also a proud member of the Financial Advice Association of Australia (FAAA). Authorised to provide advice on a broad spectrum of financial products, Marguerite specialises in superannuation, insurance, and wealth management solutions. She is passionate about guiding clients through all stages of life, offering tailored strategies for retirement planning, investment life insurance, and life risk insurance. Her expertise extends to securities, retirement savings accounts, and government debt securities, ensuring clients have access to diverse and well-informed investment options. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions • Investment Advice Ready to take control of your financial future? Contact Marguerite today for a consultation and discover how she can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Marguerite Arendtsz provide?
Marguerite 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 Marguerite Arendtsz have?
Marguerite holds a Diploma of Financial Planning (DFP 1-8), a Self Managed Super Funds accreditation, ASX Accredited Listed Products Adviser (ALPA) Program, and a Master of Business (Banking and Finance).
What is Marguerite's approach to financial planning?
Marguerite offers comprehensive and personalized advice tailored to each client's unique financial situation and goals, guiding them through all stages of life.
How can Marguerite Arendtsz help me with my retirement planning?
Marguerite can develop a tailored retirement plan that takes into account your current financial situation, desired lifestyle, and risk tolerance, ensuring a comfortable and secure retirement.
What should I expect during my first consultation with Marguerite?
During your first consultation, Marguerite will discuss your financial goals, current situation, and any concerns you may have. This allows her to develop a clear understanding of your needs and create a personalised financial plan for you.
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