Gerhard Markus Financial Planner, Kensington FS Pty Ltd (at time of writing) An authorised Representative of AMP Financial Planning, Markus has been providing investment and financial planning advice for 25 years. He holds a Diploma of Financial Planning and was previously awarded CFP status. Having moved to Kensington Financial Planning from AMP in 2004, Markus services around 200 predominantly high net-worth clients many of whom are retirees. He has fought and successfully won a case against the ATO in the Admin Appeals Tribunal on RBL Issues on a client’s behalf.
GERHARD MARKUS | MONDAY, 27 SEP 2010 Concerns over funds parked indefinitely by a former adviser/broker in cash, following the GFC - without adequate risk profiling - led Adelaide-based teacher's aide, Tom Kennedy* to seek an alternative financial solution two years ago. A badly needed ... Read more PAGE: 1 |
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Advice with soul
SACHA BURCHGART
FOUNDER & MANAGING DIRECTOR
BURCHEART PTY LTD
FOUNDER & MANAGING DIRECTOR
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Though she initially tried, Sacha Burchgart couldn't escape the call of a career in financial advice; it just took staring down her own mortality to see what's possible when you do things differently. Jamie Williamson writes.
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