Welcome to the risk advice and insurance protection area of Hewison Private Wealth. I joined the firm in 2017 after 12 years in the financial planning and insurance advice industry.
Building long term relationships with clients is one of the most rewarding aspects of my role. Having an in depth understanding of a client’s specific needs and objectives is essential to developing the right solution/strategy on an ongoing basis.
I have completed extensive studies in the wealth protection field and specialise in personal insurance strategies – utilising life insurance, Total & Permanent Disablement (TPD) insurance, income protection and trauma insurance – both from an individual and business perspective (buy/sell and keyperson insurance).
Outside of work I am passionate about family and friends. I have an interest in health and fitness, and sports in general. Particularly golf, I’m constantly chasing the goal of getting that handicap lower!
Marcus’ Qualifications & Accreditations
- Bachelor of Commerce: Deakin University
- Diploma Financial Planning: AMP Financial Planning
- LRS® Life Risk Specialist: Financial Planning Association (FPA) Australia
- Certified Financial Planner (post graduate CFP® professional program from Financial Planning Association of Australia Ltd.).
Hewison Private Wealth – the company
We think we are one of the best independent financial planners and wealth creation firms in Australia. But don’t just take our word for it…
- “Boutique Firm of the Year” (finalist) at the Independent Financial Adviser (iFA) Awards: 2018, 2017, 2015 and 2016. And we won the award outright in 2014.
The Independent Financial Adviser Awards celebrates best practice in the provision of financial advice and business acumen of Australia’s independent financial advice sector. They are the only industry awards in Australia that are dedicated exclusively to boutique and non-aligned / independent financial advisers.
- Highly Commended for ‘Best Private Wealth Manager’: 2016 Financial Review Smart Investor Blue Ribbon Awards. We were the only private wealth firm to receive this commendation
- Plus, Hewison Private Wealth Private Client Advisers – Chris Morcom, Glenn Fairbairn, Nathan Lear and Simon Curtain were all individual financial adviser finalists at the 2018 Independent Financial Adviser Awards and/or SMSF Adviser Awards 2017