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Marcus Nicholls

Director | Financial Planner

AFP®, LRS®, Adv Dip FS(FP)

I aim to help my clients understand and commit to achieving their lifestyle and financial dreams

About Marcus

Marcus enjoys nothing more than watching the sunrise over the water, and catching up with his family and friends. Before the sun is up Marcus is normally found in the gym, deciding between F45 or CrossFit, or walking his dog, Storm, along the beach or to the coffee shop. On the weekend he chases the little white ball around the golf course and plays with Storm at the beach.

 

“We love helping people from all walks of life to gain clarity and get ahead financially.”

Adviser Role

Marcus’ role is to advise families, individuals and business owners on how to manage and improve their current financial situation. Marcus works with people to tailor and implement tailored strategies to help them achieve their lifestyle and financial goals. He provides ongoing feedback and recommendations at client reviews, and updates on important lifestyle and legislative changes.

Marcus is the Principal Financial Planner and a Director of NowProsper and may be entitled to bonuses or other benefits.

Professional Experience

Marcus has over 14 years’ experience in the financial planning industry. During that time he has worked with one of Australia’s oldest wealth management companies, ANZ Financial Planning and several boutique financial services firms providing comprehensive financial planning advice to families, business owners and individuals. He brings this wealth of experience and dedication to all of his clients.

Qualifications

Marcus holds an Advanced Diploma in Financial Services (Financial Planning).
Marcus is a member of the Financial Planning Association (FPA) and Association of Financial Advisers (AFA).

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