Marc Rummel
Financial Adviser
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About
Marc Rummel is an ASIC-registered financial adviser based in South Yarra, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a strong foundation built upon RG146 certification from Kaplan (2008), a Certificate IV in Mortgage Brokering from AAMC (2009), and a Diploma of Financial Planning from the Investment Banking Institute (2012), Marc possesses a wealth of knowledge and experience. Further enhancing his expertise, Marc completed the SuperConcepts & ICFS Specialist SMSF online course through The University of Adelaide and Super Concepts in 2022, demonstrating his commitment to staying at the forefront of industry developments. He is a proud member of the Financial Advice Association of Australia (FAAA). Marc is authorized to provide advice on a wide range of financial products, including superannuation, insurance, wealth management, and retirement planning. He is also qualified to offer guidance on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities. This broad authorization enables him to create holistic financial strategies that address diverse client needs. Key services offered include: • Superannuation advice • Retirement planning • Wealth management • Insurance solutions • Investment advice Ready to take control of your financial future? Contact Marc today to schedule a consultation and discover how he can help you achieve your financial aspirations.
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Frequently Asked Questions
What types of financial advice does Marc Rummel offer?
Marc Rummel provides advice on a range of financial areas including superannuation, retirement planning, wealth management, insurance, and investments. He can help you create a comprehensive financial plan tailored to your specific needs and goals.
What are Marc Rummel's qualifications?
Marc holds RG146 certification, a Certificate IV in Mortgage Brokering, a Diploma of Financial Planning, and has completed the SuperConcepts & ICFS Specialist SMSF online course. He is also a member of the Financial Advice Association of Australia (FAAA).
What is the process for becoming a client of Marc Rummel?
The process typically begins with an initial consultation to discuss your financial situation, goals, and needs. Marc will then develop a personalized financial plan, which he will present to you for review and approval. Ongoing support and advice are provided to ensure you stay on track to achieve your goals.
How can wealth management advice from Marc Rummel benefit me?
Wealth management advice from Marc can help you grow and protect your assets through strategic investment planning, risk management, and ongoing monitoring of your portfolio. He can assist you in making informed decisions to achieve your long-term financial objectives.
What should I expect during my first meeting with Marc Rummel?
During your first meeting, you can expect a comfortable and informative discussion about your current financial situation, your short-term and long-term goals, and any concerns you may have. Marc will listen carefully and ask relevant questions to gain a thorough understanding of your needs, allowing him to develop tailored financial solutions for you.
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