All you need to know about
Marshall

DIRECTOR & SENIOR FINANCIAL ADVISER

Marshall Brentnall

Marshall Brentnall is one of the founders, a Director and Financial Adviser at Evalesco. His professional passion is to empower those in his community to be healthy, wealthy and happy through the provision of fantastic financial advice. Marshall specialises in working with professionals and senior executives as they prepare to make work optional and retirees who are living their best life through the benefit of hard work and diligent planning.

As a Director of Australian Advice Network (AAN), the privately owned boutique provider of Evalesco’s licence, Marshall has a core role in helping to develop leading investment solutions which add value and protect the assets of individual clients. Now in his third decade in financial services, Marshall has experienced market booms and busts and the many changes to the financial planning profession. He looks forward to continuing to create choices and provide piece of mind to those that he works with. Outside of work, Marshall is a proud husband, father of three kids and mad keen skier.

Qualifications

• Diploma of Financial Planning
• Certificate of Margin Lending
• Certificate of ASX Securities
• Certificate of Self Managed Superannuation Funds
• Certificate IV Finance/Mortgage Broking
• Bachelor of Business
• FASEA Financial Adviser Exam

Memberships, accreditations and associations

• Member of the Financial Advice Association of Australia (FAAA)
• Member of the Finance Brokers Association of Australia (FBAA)
• Tax Practitioners Board (TPB), Tax (Financial) Adviser Registration No 24828938
• Certified Financial Planner (CFP)

Authorisations

• Sub-Authorised Representative No 250831 of Evalesco Financial Services Pty Ltd
• Credit Representative No 436331 of Evalesco Financial Services Pty Ltd

Areas of expertise

• Intergenerational Wealth Transfer & Estate Planning
• Investment Advice
• Investment Strategy & Asset Allocation
• Portfolio Construction & Management
• Retirement Planning
• SMSFs & Family Wealth Management

“I look forward to our working together in optimising my financial situation. I definitely feel so much more confident financially since joining Evalesco. It has been a very reassuring experience for me, and I thank you and Kathryn for your down to earth yet very professional approach.”

MIRIAM

CLIENT SINCE 2010

“The best decision I've ever made is to seek financial advice from Marshall”

LISA

CLIENT SINCE 2017

“Thanks for the overview. The Bond Market inversion is another indication of trade issues and pending recession. Glad that we have advisers who have a better understanding of the turbulence, volatility and risks in the markets.”

BRIAN

CLIENT SINCE 2011