We help our clients plan for success.

Operating with its own financial services license, our financial planning team  will help you achieve your goals for every stage of life, safeguarding your future with investments, insurance and estate planning.

We assist in organising your financial affairs to create wealth, protect your capital, and to place your desired lifestyle within reach. Our experts can help you plan for life’s unexpected events, ensuring your family is protected by appropriate insurance.

We can help to restructure your estate for complete peace of mind so that your dependents and family receive the maximum wealth distribution.

Wealth Management

Sylvia Marcos

Sylvia completed a Bachelor in Business majoring in Accounting. After nearly ten years working in management accounting in various companies, Sylvia became fascinated with helping individuals & small companies find strategies for growth & wealth creation. This opened up the door to study further to become a Financial Planner.

With over 20 years’ experience within the Accounting and Financial Planning fields this has given Sylvia a real advantage when meeting with clients as not only does she understand the financial planning aspect but the accounting and tax implications as well.
Sylvia’s role as a Financial Advisor is to advise professional individuals on investment strategies, risk management, transition to retirement and super accumulation plans. She has written & managed over $7 million dollars in Managed Funds in different market conditions.

Being an independent Financial Planner allows Sylvia to access many products in the market with out being limited to a particular product list. This allows her to provide the right product that suits the client’s exact needs rather than an institutional financial adviser that is limited to a particular product list.

Why should you choose Marcos Advisory?

Industry experience

Exceptional results

Speed, agility & accessibility

Going above and beyond

Looking for expert financial advice?

Contact us to speak to one of our expert financial advisors.