Focus Session Speaker
Marc sees himself as a financial gym buddy for his clients, whether it is to project manage their finances, help source the right specialists when needed, or just keep them accountable and on track. His team is there to provide his clients back the time to spend on the things that matter most in their life.
Marc has worked in the financial service industry for more than 30 years now, written a book on money, and is enjoying serving as the National President of Association of Financial Advisers (AFA) and actively promoting the value of financial advice and advocating for our profession. Last month he proudly spoke in Hong Kong to an audience of 5,000 advisers on the importance of building relationships with clients.
He loves travelling with family and friends especially kicking back in Umbria, Italy.