Marco Stolfo

Practice Manager | Head of Practice Management and Paraplanning

Marco’s expertise lies in various areas crucial to the smooth operation of a financial practice. He excels in practice management, overseeing the day-to-day operations and ensuring the efficient functioning of the practice. Additionally, his proficiency in paraplanning allows him to provide strategic support in preparing comprehensive financial plans and tailored recommendations for clients. Marco also specializes in advice compliance and supervision, ensuring adherence to regulatory requirements and maintaining high standards of professional conduct. Furthermore, he takes pride in training and supporting financial advisors, equipping them with the necessary skills and knowledge to deliver exceptional financial advice.

Passionate about financial planning, Marco finds fulfillment in managing a team of dedicated professionals. He actively contributes to the growth and development of the financial advice industry by mentoring and advocating for new entrants. Marco is deeply engaged with government and regulatory bodies, playing an active role in shaping industry standards and best practices. He fully supports the recommendations put forth by the Hayne Royal Commission, firmly believing in upholding the highest levels of professionalism and ethics within the industry.

Outside of his professional endeavors, Marco maintains an active lifestyle. He enjoys running to stay fit and occasionally indulges in a well-deserved gin and tonic, appreciating the finer things in life.

Chat With Us

As your trusted financial advisors, our goal is to create wealth and abundance for our clients, not to sell products for the big banks! Contact us today.