Edwards Marshall Financial Solutions

Edwards Marshall Financial Solutions

Financial Services Au 8 employees
Employees
8
Contacts
1
Emails
1

Edwards Marshall Financial Solutions Overview

Headquarters
Au
Industry
Financial Services
Employees
8
Founded
2001
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Edwards Marshall Financial Solutions

Our aim is to guide you on the path to achieving your financial goals. At Edwards Marshall Financial Solutions (EMFS) you benefit from objective, specialist advice within a holistic financial framework. Our team has the combined intelligence and resources to assist you in assessing your financial health and selecting the right strategies, structures, products, and investments to develop a financial plan that suits your individual goals and life-stage. We embrace knowledge and have high internal standards. This is reflected in the financial plans we prepare, and you can be confident that we know what we are talking about. We charge using a ‘Fee for Service’ structure which means that we focus on the quality of our service rather than a percentage of your portfolio. The service and corresponding fee is tailored to your personal situation. We understand life changes. Regular reviews are designed to meet changing goals, personal circumstances, and life-stages – as well as taking the time to communicate market conditions, investment products, tax laws and legislation changes. All of this ensures your financial plan remains current, sound, and achievable.

Edwards Marshall Financial Solutions Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Edwards Marshall Financial Solutions Org Chart

Sample employees and titles
Name Title Contact
Louise Di Virgilio Insurance Administrator
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Prema Kemal Experienced Customer Service Manager
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Grant Edwards Director at Edwards Marshall Financial Solutions
Email
Fiona Hu Diploma of Financial Planning & Cert of Financial Service
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Employees by Management Level

Individual contributor 4 profiles
Director 1 profile
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 1
Executive 1 1 0

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