The Financial Planning Association of Australia The Financial Planning Association of Australia

Marcus Isaac Leggat, AFP®


Name Marcus Isaac Leggat, AFP®
Company Westpac Banking Corporation
Address 23 Denham Street
Rockhampton, QLD 4700
Phone 07 4970 6930
Mobile 0457 548 379
Email [email protected]
Website http://www.btadviserview.com.au/#M028179 https://www.linkedin.com/in/marcus-leggat-b9854730/

Marcus has 16 years experience in the financial services industry, including 14 years as a Financial Adviser. He has been with The Westpac Group for the past 8 years.

From his base in Central Queensland, Marcus provides advice to pre-retirees, young families, and small businesses. Marcus specialises in retirement planning, wealth creation, tax effective investment planning, and wealth protection.

Marcus is a family man; he is a husband and a father of two. Marcus is driven to place his clients in the best position possible for a fulfilling financial future; he is compassionate, sincere, and thoughtful in his conduct.

Marcus holds a Master of Financial Planning and a Diploma in Financial Planning. He is also a member of the Financial Planning Association (FPA) of Australia and The Self Managed Super Fund (SMSF) Association.

Outside of the financial services sector, Marcus is passionate about raising funds and awareness for those living with Multiple Sclerosis (MS). Having been diagnosed with MS himself at the age of 25, Marcus feels that his ability to contribute to improving the lives of people and families living with MS, on a less fortunate trajectory to himself, is the best way he can contribute to the community.

< Prev Page