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VerifiedFinancial Services· Founded 2001

Edwards Marshall Financial Solutions

Our aim is to guide you on the path to achieving your financial goals. At Edwards Marshall Financial Solutions (EMFS) you benefit from objective, specialist advice within a holistic financial framework. Our team has the combined intelligence and resources to assist you in assessing your financial health and selecting the right strategies, structures, products, and investments to develop a financial plan that suits your individual goals and life-stage. We embrace knowledge and have high internal standards. This is reflected in the financial plans we prepare, and you can be confident that we know what we are talking about. We charge using a ‘Fee for Service’ structure which means that we focus on the quality of our service rather than a percentage of your portfolio. The service and corresponding fee is tailored to your personal situation. We understand life changes. Regular reviews are designed to meet changing goals, personal circumstances, and life-stages – as well as taking the time to communicate market conditions, investment products, tax laws and legislation changes. All of this ensures your financial plan remains current, sound, and achievable.

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HeadquartersAdelaide, AustraliaEmployees8(1 to 10)Founded year2001Websiteedwardsmarshall.com.auLinkedIn profileLinkedIn

Verified contacts

7

available on Kipplo

LinkedIn employees

8

1 to 10 range

Open roles

no listings

Distinct roles

6

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Edwards Marshall Financial Solutions

6 distinct titles indexed · top 6 shown.

  • 2director
  • 1adviser analyst
  • 1client services manager
  • 1client services officer
  • 1insurance administrator
  • 1senior client services officer

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