Having worked as a para-planner for Holt Norman & Co Pty Ltd, a private client advisor for Credit Suisse First Boston, and as a financial planner within the Private Client division of one of Australia's major banks, Angela founded Marble Arch Wealth Solutions in 2002 to provide individuals with the best possible financial planning service.
Her positive attitude, ability to listen and genuine care for her clients have resulted in strong business growth and have been instrumental in creating the culture of the organisation.
Angela is involved in every aspect of the business, including directly advising private clients and through arrangements with clients of external accounting firms. She is both a director of Marble Arch Pty Ltd and business owner.
Angela has a Bachelor of Arts from the University of Melbourne, a Certificate of Financial Markets and a Post Graduate Diploma of Financial Planning from the Securities Institute of Australia. She is industry compliant and has successfully completed the appropriate PS146 training courses.
Craig has been providing individuals and small businesses with taxation advice since 1987 and financial planning advice since 1995.
With taxation, finance and financial planning experience, he is able to provide clients with strategies that are innovative, goal orientated and tax efficient.
Clients value Craig's ability to understand their needs and help them achieve their business and/or personal financial goals.
Craig has a Bachelor of Economics degree (majoring in Accounting and Finance) from Monash University, and is a Certified Practising Accountant (CPA) with a Financial Planning Specialist Designation. He is also a registered tax agent and holds a public practice certificate.
Andrew joined Marble Arch Wealth Solutions in 2005 having worked with Citigroup, Holt Norman & Co and Credit Suisse First Boston.
His comprehensive knowledge of financial planning and the finance sector more broadly enable him to provide clients with robust planning advice.
In addition to his vocational training Andrew has a Bachelor of Business (Banking & Finance) from Monash University and a Graduate Diploma in Applied Finance and Investments from the Securities Institute
of Australia.
Andrew is also an Authorised Representative of Holt Norman & Co.
Cathy has been with Marble Arch since August 2006. She commenced her role as a Portfolio Administrative Assistant on a part time basis and soon became a highly valued full time employee. Her attention to detail and work ethic are attributes displayed on a daily basis and are an excellent example to her peers.
Cathy is responsible for the maintenance of client portfolio data within our portfolio management software and applies a number of self-created systems to ensure liquidity within client Cash accounts on a
regular basis.
Cathy is a mother of two and enjoys gardening, interior decorating, travelling and reading in her
spare time.
Hannah is the welcoming face and voice of Marble Arch and is invaluable in her role as Administration and Client Service Manager to the organisation. She moved from Mount Beauty to Melbourne in 2006 and joined us in early 2007.
Her responsibilities include the completion of investment and compliance documentation, collation, filing and actioning of client correspondence and requests, and being an ongoing support to the advisers.
Hannah prides herself on delivering a high level of customer service and ensures that client enquiries are dealt with efficiently and effectively. She is respected and cherished by her peers and is an integral part of Marble Arch.