Brett Marsh Email & Phone Number
Head of Financial Platform @ Iress
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Brett Marsh Location
- Australia
Brett Marsh Work
- 2022 - now Head of Financial Platform @
- 2020 - now Head of Product, Platform Administration @
- 2015 - 2020 Head of Product @
- 2014 - 2018 Director @ Map Financial Planning
- 2013 - 2015 Chief Financial Officer @
- 2009 - 2013 Head of Uma Strategy @
- 2008 - 2008 Chief Executive Officer, Pentafin Onevue Managed Accounts @
- 2006 - 2008 Chief Executive Officer, Strategic Advantage @
- 2007 - 2007 Consultant @
- 2006 - 2007 Client Focus @
- 2005 - 2006 Corporate Finance Consultant @
- 2005 - 2006 Consultant @
- 2001 - 2005 Manager, Finance and Strategy @
- 1994 - 2002 Finance Manager @
- 2000 - 2001 Finance Manager @
- 1991 - 1991 Graduate Accountant @
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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