A Certified Financial Planner™ with a specialisation in Self Managed Super Funds (University of Adelaide), Marco has over 20 years in the financial advice profession gaining invaluable experience working in both small and large firms.

“I pride myself on delivering highly customised advice to individuals, trusts, family groups and trustees of SMSF’s.  I value my distinct advice model that I unreservedly apply to all my clients”.

Marco is a member of the Financial Advice Association of Australia (FAAA) and the Tax Practitioners Board (TPB).

Marco is also a Certified Investment Management Analyst® (CIMA). CIMA® professionals are considered globally as elite investment advisers specialising in multi-asset and multi-manager portfolio construction.

Marco regularly appears as a guest on the ABC’s 774 “On the Money” segment on Sunday mornings discussing all things financial and investment related.

Remo is a Senior Investment specialist at Sanlam Private Wealth providing investment strategy and portfolio management for over 30 years. He provides advisory services to private clients, charities and families.

Remo is a Fellow of FINSIA, a member of the Institute of Chartered Accountants in Australia and holds a Bachelor of Commerce (Melb).

You can hear Remo on ABC 774 Melbourne “On the Money” segment on Sundays at 10:00am