Marketta Macdonald

Client Success Manager

Marketta Macdonald

I love building trust and rapport with our clients and supporting them through the advice process towards their goals.

An experienced office manager with 5 years’ experience in the financial planning industry, specialising in administration and client services. With a passion for learning and growth, I became an accredited aged care professional in 2023.

Away from work I love being with my family and friends, beach days, Pilates and listening to music.