Marilyn has worked in the Financial Services Industry for more than 25 years, ten of them in Financial Planning. She gained her Diploma of Financial Services (Financial Planning) in August 2012 and became a Financial Planner before taking a break for family reasons.
Marilyn joined Pinnacle Financial Planning in December 2013, on a part-time basis, as a Para-planner in the Shepparton Financial Planning team. Within this role she assists advisers by preparing advice documents and providing technical and supporting information and strategies.
In her spare time Marilyn enjoys time with family and friends and is an avid reader.
Qualifications: Dip FS (FP)