Marcus Walsh

Marcus Walsh Email and Phone Number

Senior Financial Adviser at Webb Financial Services @ Webb Financial
Marcus Walsh's Location
Wollongong, New South Wales, Australia, Australia
About Marcus Walsh

Experienced Financial Planner with 20 years experience and a demonstrated history of working in the financial services industry. Skilled in Investment Advisory, Business Relationship Management, Risk Management, Life Insurance, Business Insurance, SMSF’s, Estate Planning, Aged Care, and Financial Services. Strong professional with a Bachelor of Commerce (B.Com.) Majoring in Banking and Finance from the University of Canberra, Advanced Diploma in Financial Planning, Fasea qualified and nearing completion of CFP.

Marcus Walsh's Current Company Details
Webb Financial

Webb Financial

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Senior Financial Adviser at Webb Financial Services
Marcus Walsh Work Experience Details
  • Webb Financial
    Senior Financial Planner
    Webb Financial Aug 2022 - Present
    Wollongong, New South Wales, Australia
    View
  • Finance Control
    Financial Adviser
    Finance Control Sep 2019 - Jul 2022
    Illawarra
    View
  • Commonwealth Bank Of Australia
    Business Financial Planner
    Commonwealth Bank Of Australia Jul 2013 - Jun 2019
    View
  • Commonwealth Bank Of Australia
    Senior Insurance Specialist
    Commonwealth Bank Of Australia Feb 2010 - Jun 2013
    View
  • Financial Integrity Group
    Financial Planner / Partner
    Financial Integrity Group May 2005 - Feb 2010
  • Green Asscociates
    Financial Planner
    Green Asscociates Jan 2002 - Jan 2005

Marcus Walsh Skills

Wealth Management Superannuation Retirement Planning Wealth Strategic Financial Planning Income Protection Portfolio Management Investment Strategies Pensions Financial Risk Investments Retirement Retail Banking Mortgage Lending Banking Financial Advisory Wealth Accumulation Insurance Financial Planners Relationship Management Investment Advisory Financial Services Risk Management Life Insurance Finance Asset Allocation Estate Planning Wealth Management Services Asset Management Credit Customer Service Financial Planning Business Relationship Management

Marcus Walsh Education Details

Frequently Asked Questions about Marcus Walsh

What company does Marcus Walsh work for?

Marcus Walsh works for Webb Financial

What is Marcus Walsh's role at the current company?

Marcus Walsh's current role is Senior Financial Adviser at Webb Financial Services.

What schools did Marcus Walsh attend?

Marcus Walsh attended University Of Canberra, St Edmunds College, Fpa, Kaplan Australia.

What skills is Marcus Walsh known for?

Marcus Walsh has skills like Wealth Management, Superannuation, Retirement Planning, Wealth, Strategic Financial Planning, Income Protection, Portfolio Management, Investment Strategies, Pensions, Financial Risk, Investments, Retirement.

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