Q&A Wealth was established by Marcel DeLeon in 2016.
The business name reflects Marcel’s belief that for people to learn what they need in life they must keep asking questions – and that’s what his business is all about. He believes ‘there is no such thing as a silly question’.
Marcel is a firm believer that ‘Financial Advice is for everyone’ – in fact a recent survey showed that 87% of people using the services of a financial adviser say they have made a positive significant impact on their lives*. Financial worry is the No. 1 cause of stress in Australia today, and must be addressed for us to live a healthy and fruitful life.
Marcel has spent 25 years in the financial services industry, 15 of that as a Financial Adviser. He has previously built and managed his own businesses and has worked closely with several accountants over the years.
Based in Qld’s Sunshine Coast hinterland, Marcel has the experience and training to provide help and advice to a wide range of people and businesses – 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.
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.
* ‘Value of Advice’ report by Rice Warner Actuaries
Q & A WEALTH
Phone: 0408 845 021
Monday - Friday: 9:00am - 5:00pm
ABN: 59 435 007 820
Delmaros Pty Ltd trading as Q&A Wealth are Authorised Representatives of Synchron AFS License No 243313