Profile - Marion Gaertner

Marion Gaertner Authorised Representative     Unit 4 66 Glen Osmond Road Parkside SA 5063       Tel:1300 887 544 Fax: 1300 887 644 Mob: 0408 677 438 Email: marion.gaertner@elders.com.au   Australian Securities and Investment Commission (ASIC) Authorised Representative number is 323378

Marion commenced in the financial services industry in 2007, after a distinguished career in Education where her positions included those of Principal at  Annesley College and Head of Campus at Trinity College Gawler. Her qualifications include a Master of Business Administration, Diploma of Financial Services (Financial Planning) and Certificate IV Financial Services (Mortgage Broking).   Marion has a high commitment to ongoing professional development.

As an Authorised Representative, Marion believes in helping her clients build the complete program they need to maximise their earning potential during their working years, as well as helping them with their retirement planning, superannuation, managed investments and estate planning needs. She achieves this by providing quality advice, personalised service and practical ideas to deliver superior solutions

Services

Marion is authorised to provide a wide range of services to you, including: 

• Investment Planning
  
• Wealth Accumulation Advice
  
• Risk Planning Management
  
• Superannuation Advice
  
• Retirement Planning Advice
  
• Business or Farm Succession
  
• Estate Planning
  
• Centrelink (Social Security) Advice
  
• Tax Efficient Strategies