We are here to help
Marcel has spent over 27 years in the financial services industry, over 20 of that as a Financial Adviser offering holistic advice. He has previously built and managed his own businesses and has worked closely with several accountants over the years. Q&A Wealth was established in 2016, following a sabbatical of 6 years working in the charitable sector.
Marcel’s aim is to provide exactly the help you need, with the understanding that people’s needs change over time. Based in Qld’s Sunshine Coast hinterland, Marcel has the experience and training to provide a wide range of help and advice – from young people starting life’s journey to retirees and those entering Aged Care. He is a member of the Financial Planning Association and is registered with the Tax Practitioners Board as a Registered Tax (financial) Adviser.
Your first appointment with Marcel will be at no cost or obligation. Costs associated with further advice will be clearly outlined at the first meeting. Marcel strives to achieve the highest levels of integrity and professionalism possible, while at the same time being empathetic and understanding. He’s here to help!
Marcel offers financial planning and associated services as an Authorised Representative of Synchron, which is a leading provider of risk management, superannuation and investment advisory services. Synchron is Australia’s largest privately-owned financial advice group. This pedigree and experience means Q&A Wealth is uniquely placed to offer you high quality personal financial services.
It is important to know who you are dealing with and we are luck to have a governing body that keeps track of licensed, registered Financial Planners, along with those that have had been the subject of disciplinary action by Australian Securities & Investments Commission (ASIC ). You can check the Financial advisers register at ASIC HERE.
Delmaros Pty Ltd trading as Q&A Wealth are Authorised Representatives of Synchron AFS License No 243313
ABN: 59 435 007 820
Q & A WEALTH
Phone: 0408 845 021
Monday - Friday
9:00am - 5:00pm
ABN: 59 435 007 820