Marc Smith

Marc Smith Email and Phone Number

Director and Principal Advisor @ Integral Private Wealth
Brisbane City, QLD, AU
Marc Smith's Location
Greater Brisbane Area, Australia
Marc Smith's Contact Details

Marc Smith personal email

n/a

Marc Smith phone numbers

About Marc Smith

Marc Smith is one of Australia’s most respected and awarded financial advisors.Marc has 25 years of advisory experience across both large and boutique wealth management businesses.There is a real heart and sincerity in the way Marc interacts with his clients. Every decision he makes for his clients focuses on giving them great outcomes and peace of mind. Marc has won numerous accolades throughout his career, including: - Ranked No.3 in Australia's Top 50 Advisors (Barron's in conjunction with The Australian)- Ranked Top 50 Most Influential Advisors in Australia (Financial Standard)- Awarded the Outstanding Wealth / Investment Advisor at the Australian Private Banking Awards- National Champion with Westpac- National Partnership of the Year with Westpac- Chris Williams Lifetime Achievement Award with Westpac- BT Living the Values AwardMarc is Certified Financial Planner. He holds a Diploma in Financial Planning as well as a Bachelor of Economics Degree. He is also a member of the Financial Planning Association of Australia (FPA).

Marc Smith's Current Company Details
Integral Private Wealth

Integral Private Wealth

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Director and Principal Advisor
Brisbane City, QLD, AU
Website:
integralprivatewealth.com.au
Employees:
23
Marc Smith Work Experience Details
  • Integral Private Wealth
    Director And Principal Advisor
    Integral Private Wealth
    Brisbane City, Qld, Au
    View
  • Integral Private Wealth
    Director & Principal Advisor
    Integral Private Wealth Jul 2019 - Present
    Brisbane, Australia
    View
  • Westpac
    Partner & Executive Financial Planner
    Westpac Oct 2001 - Jul 2019
    View
  • Hillross Financial Services
    Financial Planner
    Hillross Financial Services 1997 - 2001
    View

Marc Smith Skills

Investments Wealth Management Financial Services Portfolio Management Wealth Finance Superannuation Private Banking Financial Advisory Relationship Management Strategic Financial Planning Pensions Strategic Planning Financial Planning Investment Advisory Business Relationship Management

Marc Smith Education Details

Frequently Asked Questions about Marc Smith

What company does Marc Smith work for?

Marc Smith works for Integral Private Wealth

What is Marc Smith's role at the current company?

Marc Smith's current role is Director and Principal Advisor.

What is Marc Smith's email address?

Marc Smith's email address is ma****@****.com.au

What is Marc Smith's direct phone number?

Marc Smith's direct phone number is +614087*****

What schools did Marc Smith attend?

Marc Smith attended Qut (Queensland University Of Technology), Deakin University.

What skills is Marc Smith known for?

Marc Smith has skills like Investments, Wealth Management, Financial Services, Portfolio Management, Wealth, Finance, Superannuation, Private Banking, Financial Advisory, Relationship Management, Strategic Financial Planning, Pensions.

Who are Marc Smith's colleagues?

Marc Smith's colleagues are Daniel Friend, Kerrie R., Patrick Duke, Jake Holmes, Uday Chopra, Kellie Harding, David Armour.

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