WealthWorks WealthWorks
General Advice Warning: Any information provided is general in nature and does not consider your personal objectives, financial situation, or needs. Consider seeking independent advice before making financial decisions.
MA

Marcus Ainger

Financial Adviser

Primestock Wealth Management Pty Ltd (Primestock Wealth)
Southbank, VIC 3006

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

Marcus Ainger is an ASIC-registered financial adviser based in Southbank, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. Marcus holds a Bachelor of Business (Banking and Finance) from Monash University (2004) and a Graduate Diploma in Financial Planning from Finsia (2008). He further solidified his expertise by becoming a Certified Financial Planner (CFP) with the FPA in 2013 and completing FPC002B Ethics and Professionalism in Financial Advice with Kaplan in 2020. As a member of the Financial Advice Association of Australia (FAAA), Marcus adheres to the highest ethical standards and stays abreast of the latest industry developments. He is authorized to provide advice on a comprehensive range of financial products, ensuring clients receive holistic solutions that address their unique needs. With his extensive knowledge and experience, Marcus provides expert guidance in areas such as: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment advice, including Life Insurance, Risk Insurance, Securities and Derivatives Marcus can also provide advice on Retirement Savings Accounts and Government Debt Securities. Ready to take control of your financial future? Contact Marcus Ainger today for a consultation and personalized financial roadmap.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement planning Wealth accumulation Superannuation strategies Insurance solutions Investment advice Risk management Financial planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000240277

Verify on ASIC Register

Authorised Representative Number

000327234

Verify on MoneySmart Register

Frequently Asked Questions

What services does Marcus Ainger provide?

Marcus Ainger provides a comprehensive suite of financial services, including superannuation advice, insurance solutions, wealth management strategies, and retirement planning. He also offers investment advice covering life insurance, risk insurance, securities, and derivatives.

What qualifications does Marcus Ainger have?

Marcus Ainger holds a Bachelor of Business (Banking and Finance) from Monash University, a Graduate Diploma in Financial Planning from Finsia, and is a Certified Financial Planner (CFP). He also completed FPC002B Ethics and Professionalism in Financial Advice.

What can I expect during my first meeting with Marcus Ainger?

During your first meeting, Marcus will take the time to understand your financial situation, goals, and risk tolerance. He'll explain his advisory process and discuss how he can help you achieve your objectives. This is an opportunity for you to ask questions and determine if Marcus is the right financial adviser for you.

How does Marcus Ainger stay up-to-date with the latest financial regulations?

As a member of the Financial Advice Association of Australia (FAAA) and through ongoing professional development, Marcus Ainger remains informed about the latest industry regulations and best practices to ensure he provides the most accurate and compliant advice.

How can Marcus Ainger help me plan for retirement?

Marcus can help you develop a comprehensive retirement plan tailored to your specific needs and goals. He'll assess your current financial situation, project your future income needs, and recommend strategies to maximize your superannuation and other investments to ensure a comfortable retirement.

Get in Touch

Contact Marcus directly for personalised advice.

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.