Marshall Morris

Senior Investment Specialist

Marshall Morris

Marshall, an experienced Financial Planner with 15+ years of expertise, excels in client education, skilfully explaining complex concepts in a clear and engaging manner. He guides clients to optimise their resources, reduce debt, mitigate taxes and achieve their financial and lifestyle goals. 

With a Master of Commerce (Financial Planning) degree and a successful 12-year track record running his own financial planning business, Marshall brings extensive knowledge to his role at Wealth Street. 

Marshall helps clients understand the vital “numbers” required to achieve their objectives. He implements Wealth Street’s rigorous 8-step selection criteria to simplify and streamline the process of choosing the ideal property, making it a straightforward and enjoyable experience. 

In his spare time, Marshall enjoys exploring his culinary skills, playing basketball and playing instruments. 

Marshall Morris