Master of Applied Finance from Macquarie University, Bachelor of Law – Southampton University. Marcus has advised institutional fund managers for 12 years in London and 4 years in Australia and has been advising private clients for the last 16 years.
A stockbroker for 32 years, prize winner in Applied Portfolio Management at Macquarie University. He was the stockbrokers Association ‘Tipster of the Year’ in 2008. Master Member of the Stockbrokers Association of Australia – June 2002 – Master Members of the SAA have to demonstrate they are a fit and proper person by continuously complying with the SAA Good Fame and Character criteria. They also have to meet the SAA knowledge and skills requirements as required, commit to meet the SAA Continuing Professional Development requirements and have employment experience of at least 7 years in the stockbroking industry. RG 146 – Securities, Futures Markets, Managed Investments – May 2002. Superannuation – June 2003. Margin Lending. Author of ‘Stock Market Secrets’ 2008. Apart from appearing on the ABC TV and Radio Marcus is a much sought after speaker and a regular at many industry bodies including the Australian Investors Association and ASA biannual conference and The Future Wealth Forum including four Expos nationally each year.
Marcus has spoken and conducted seminars at Rotary, the ASX, CPA Australia, the Australian Shareholders Association (ASA), The Australian Technical Analysts Association (ATAA), The REIV, the RACV Club, Resources Rising Stars conference, the Caltex Re-sellers conference (in Las Vegas), local sporting clubs, Universities, Youth Forums, Schools, the WA Mining Club and local private share groups.