Marcus Carr
Marcus commenced working with Wakefield Partners in 2023 as an Associate Adviser after obtaining his Master of Finance (Financial Planning) from the University of South Australia.
Marcus thrives on working alongside financial advisers to develop strategic financial goals that connect deeply with their clients. He has a special interest in Superannuation and Retirement Planning, Advanced Investment Management and Portfolio Construction, Taxation, and Aged Care. He prides himself on communicating complex matters in a language anyone can understand.
Prior to this role Marcus worked for over a decade as a secondary education leader in disadvantaged communities across South Australia and the United Kingdom and holds a double degree in Bachelor of Health Science and Bachelor of Education.
His commitment to ongoing professional learning continues through his study toward the prestigious Chartered Financial Analyst (CFA) designation, largely considered one of the most advanced and rigorous investment and portfolio management qualifications in the world.
Outside of the office, Marcus is kept busy travelling the globe with his beautiful partner. Otherwise, you can find him cycling throughout the Adelaide countryside, waiting for his footy team to win another premiership, or at a long lunch with loved ones.