Marcus Nyholm
SSA- Company
- Live Financial Planning
- Title
- Provisional Financial Planner
- Profession
- Financial Planner
- Address
- G7/786 Esplanade, Mornington VIC 3931, Australia
- Qualifications
- SSA (Designation) - SMSF Association, 2025
- Graduate Diploma Financial Planning, Financial Planning and Services (Graduate Diploma) - Kaplan Business School, 2023
- Bachelor of Business in Marketing and Management (Bachelor) - Australian Catholic University, 1999
Summary
Marcus is a dedicated financial adviser and an SMSF Specialist Adviser, committed to helping Australians take control of their retirement savings.As the owner of Live Financial Planning, he provides expert guidance on self-managed super funds (SMSFs), ensuring his clients structure their funds effectively to meet their long-term financial goals.
Marcus values goals-based financial advice and strives to help clients create the life that they want.
With extensive experience in financial planning, Marcus has a deep understanding of SMSF regulations, investment strategies, and tax considerations. He works closely with trustees to navigate the complexities of SMSFs, from fund establishment and compliance to investment selection and retirement planning.
Marcus believes in empowering his clients with knowledge, helping them make informed decisions that align with their financial objectives. Whether you're looking to set up an SMSF, optimise your investment strategy, or ensure compliance with changing legislation, Marcus offers tailored, professional advice to help you maximise your retirement wealth.
Live Financial Planning