about us

Principals and Management Team


Certified Financial Planner (CFP); Dip. Financial Planning, Senior Associate, FINSIA; SMSF Professional’ Association of Australia (SPAA); Specialist Advisor (SSA) Fellow Chartered Financial Practitioner (FChFP, AFA).

Pauline is a Director, Head of Strategy and our Senior Financial Adviser. Pauline has over 25 years experience in the Financial Services Industry, both institutional and planning.

Pauline is a standout in the Financial Planning Industry due to her depth of knowledge, experience and outstanding credentials in the area of Self Managed Superannuation Funds. Pauline specialises in Family Office Advice, a comprehensive advisory service for High Net Worth Clients. This strategic service reflects clients’ individual values and aspirations, embraces their unique family circumstances and deals with the full spectrum of wealth management issues, including family governance, generational wealth transfer, investment mandates and philanthropic activities.

Pauline holds the Diploma of Financial Planning, Securities Institute of Australia Certificate in Financial Markets Fellow Chartered Financial Practitioner (FChFP, AFA); a Certified Financial Planner (CFP) and a SMSF Specialists Adviser (SSA) by the Self Managed Super Fund Professionals Association of Australia (SPAA).


Dip Financial Planning (Deakin University); Senior Financial Planner and SMSF Professional’ Association of Australia (SPAA) Specialist Advisor; Fellow Chartered Financial Practitioner ( FChFP, AFA).

Anna is a Director and Senior Financial Adviser. Anna has extensive technical knowledge and experience in all aspects of financial planning. This includes specialising in the Self Managed Super Funds sector and all its complexities. Anna assists clients with retirement, aged care and estate planning. Anna also heads the wealth protection division of the business.

Anna is a highly sought after financial planner based on her technical knowledge and capability, her integrity and reputation for building and maintaining strong client relationships. She enjoys providing advice, care and direction to her clients and their families.

She has a reputation of being driven and passionate in working alongside her clients. Her ethics, integrity and commitment are of the highest standard.
Anna is a SMSF Specialists Adviser (SSA) by the Self Managed Super Fund Professionals Association of Australia (SPAA) and has been a member of SPAA since its inception. Anna is a Fellow Chartered Financial Practitioner (FChFP, AFA) an ASX Listed Product Advisor and member of the Australian Financial Adviser Association (AFA).


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.


Senior Strategy Advisers


Senior Associate AdvisorB.Commerce (Acc/Fin Pl); Advanced Dip. Financial Services (Financial Planning); SMSF Professional Association of Australia (SPAA) Specialist Advisor.

Amanda is our Senior Associate Adviser and joined Investment Strategists in 2005 after completing a Bachelor of Commerce Degree with Distinction and Majors in Accounting and Financial Planning. Amanda received the CPA award for Best Second Year Accounting Student in 2004 and the FPA award for Best Financial Planning Student in 2005. A combination of technical excellence and a consistently committed and caring approach with our clients makes Amanda a most valued member of our team.

Amanda manages the strategic advice, implementation and administration for a portfolio of private clients and oversees the management, compliance and administration functions of the Self Managed Super Funds.

She is an Accredited Specialist with SPAA and an ASX Accredited Listed Product Adviser.


B.Bus (Financial Planning), ASX Accredited Direct Equities Adviser.

David is our Associate Advisor at MTIS Private Wealth. Working closely with the Marcus Today Investment Strategists team and Principal Advisors, he is responsible for the preparation and presentation of investment advice, portfolio structuring and strategy advice, and communicating new investment opportunities.

David is a key contact between MTIS clients and Principal Advisors. He believes that a strong relationship between the advisor and clients is conducive to great results, which must be based on communication, longevity and loyalty. He is friendly and approachable, and is passionate about seeing clients achieve their goals and the opportunities it provides them.

Prior to commencing work at MTIS, David worked 11 years at a boutique financial planning firm, specialising in the advice, administration, compliance, and portfolio management of clients with Self-Managed Super Funds.

  • David has extensive knowledge and experience with:
  • Investment advice and structures
  • Superannuation and retirement advice
  • Finance structures
  • SMSF compliance and management

Associate Adviser. B. Business – specialising in Fin Risk Mgmt & Int Trade; RG 146; ASX Accredited Direct Equities Adviser.

Shaun is an Associate Advisor at Marcus Today Investment Strategists with a background in Mortgage Broking and Financial Planning, having been in the industry since 2011.

Shaun comes to MTIS with a wealth of knowledge spanning investments, insurance, superannuation and Centrelink. He thoroughly enjoys working with our clients to help them achieve their financial goals and keeps up to date with economic issues and the financial markets.

Prior to working at MTIS, Shaun worked at a successful boutique financial planning firm where he built a strong knowledge of managing portfolios, industry compliance, insurance and learnt the importance of building long term client relationships.

Outside of work Shaun has a great appreciation of fine whisky and thoroughly enjoys gardening, where he is a committee member for the local community garden. He also enjoys getting out and about with his wife and mini dachshund Otis.


Senior Investment Adviser


Completed a Bachelor of Commerce degree, with majors in Accounting, Finance and Financial Planning, a Graduate Diploma in Applied Finance and is currently studying to become Certified Financial Analyst (CFA).

Alex has worked in the financial services industry for 9 years, and initially joined Investment Strategists in 2010. In 2014 Alex moved to London where he worked in the Investment Management division at Coutts & Co. He re-joined MTIS Private Wealth in 2016 as an Associate Adviser focusing on servicing and managing client investment portfolios and providing research support to the Marcus Today Team.


Associate Investment Adviser


 

Completed a Bachelor of Commerce degree, with a major in Accounting.

Chris joined the MTIS team in 2015 while completing his Bachelor of Commerce at the Australian Catholic University. He has a keen interest in the financial markets and together with the guidance from the Associate Advisers is expanding his knowledge and skills in the financial services industry. Chris has just begun to complete his RG146 which will expand his financial knowledge and ability to help with the needs of clients.

Outside of work Chris enjoys Travelling, Basketball, Soccer and Football.


Group Accountant & Tax Agent


Certified Practising Accountant (Master of Applied Commerce – Accounting)

After 5 years specializing in Self-Managed Superannuation Funds (“SMSF”) with another industry leading firm, Jo joined us to head Investment Strategists Accounting Services and provide quality accounting & advisory services to our clients. Jo is an Associate of The Tax Institute with over 8 years’ accounting and taxation experience and also a member of SMSF Association with 7 years’ experience working with SMSF.

Jo has a high level of competence in respect to a wide range of tax agent services including the preparation of income tax returns and business activity statements for a wide range of taxpayers.


Accountant


SMSF Accountant


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