Brett Marsh Email & Phone Number
Head of Financial Platform @ Iress
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Brett Marsh Location
- Australia
Brett Marsh Work
- Head of Financial Platform @ (May 2022 - Present)
- Head of Product, Platform Administration @ (November 2020 - Present)
- Head of Product @ (April 2015 - November 2020)
- Director @ Map Financial Planning (April 2014 - April 2018)
- Chief Financial Officer @ (November 2013 - April 2015)
- Head of Uma Strategy @ (January 2009 - October 2013)
- Chief Executive Officer, Pentafin Onevue Managed Accounts @ (March 2008 - December 2008)
- Chief Executive Officer, Strategic Advantage @ (August 2006 - February 2008)
- Consultant @ (January 2007 - March 2007)
- Client Focus @ (January 2006 - January 2007)
- Corporate Finance Consultant @ (September 2005 - September 2006)
- Consultant @ (January 2005 - January 2006)
- Manager, Finance and Strategy @ (January 2001 - January 2005)
- Finance Manager @ (January 1994 - January 2002)
- Finance Manager @ (September 2000 - October 2001)
- Graduate Accountant @ (January 1991 - January 1991)
Brett Marsh Education
- University of Technology Sydney
Bachelors (Accounting)
1991-1993 - The Forest High School 1985-1990
Brett Marsh Skills
- Estate Planning
- Financial Advisory
- Banking
- Financial Planners
- Accounting
- Pensions
- Organization And Prioritization Skills
- Business Relationship Management
- Key Account Management
- Retirement Planning
- Financial Planning
- Portfolio Management
- Tax
- Model Portfolios
- Superannuation
- Investments
- Financial Risk
- Business Development
- Business Analysis
- Credit Risk
- Relationship Management
- Finance
- Unified Managed Accounts
- Asset Allocation
- Strategic Planning
- Investment Advisory
- Strategy
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- SMSF
- Financial Accounting
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Asset Management
- Separately Managed Accounts
- Strategy Building
- Wealth
- Business Strategy
- ETFs
- Funding
- Retirement
- Currency
- Securities
- Financial Markets
- Investment Management
- Structured Products
Brett Marsh Summary
- Brett Marsh, based in Australia, is currently a Head of Financial Platform at Iress. Brett Marsh brings experience from previous roles at Iress, Onevue Group and Map Financial Planning. Brett Marsh holds a 1991 - 1993 Bachelors in Accounting @ University of Technology Sydney. With a robust skill set that includes Estate Planning, Financial Advisory, Banking, Financial Planners, Accounting and more. Brett Marsh has 1 mobile phone numbers on RocketReach.
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