Our Team

Marc Gratwick
Private Client Adviser

Marc has over 30 years of experience in the financial services industry, including over 25 years as a financial adviser. He applies his expertise to help clients successfully plan for wealth accumulation and manage life transitions, such as retirement or changes in employment.

He is passionate about providing solutions, choice, and support to his clients. He offers comprehensive personal advice and has specialist knowledge in superannuation, retirement planning, constructing investment portfolios, and navigating Centrelink issues.

He takes great pride in building long-standing personal relationships with every client, always striving to fully understand their particular goals and objectives before recommending any strategy or investment.

Outside the office Marc enjoys spending quality time with his family and supporting his two young daughters in thier school extracurricular activities including music and soccer. He enjoys getting away on family camping trips, bush walks, playing the occasional game of social tennis and he optomistically supports the Wallabies. Having grown up around aviation, he continues to have a keen interest in this to this day. Marc's other interests include classic cars - one day when time and space permit, he would like to try his hand at restoring an old British classic. 

Accreditations
  • Bachelor of Commerce (Economics)
  • Advanced Diploma of Financial Planning
  • Specialist accreditation in Margin Lending
  • Specialist accreditation in SMSF
  • Certified Financial Planner (CFP)®
Memberships

Financial Advice Association of Australia (FAAA)

Connect

Your adviser is based at our Brisbane office