RSM Australia

Our People

Gary Marsh
Senior Adviser - Sydney

Biography

Gary is a senior adviser with RSM in Sydney and has been actively involved in the financial services industry for over a decade.

He has extensive experience in advising clients in areas of wealth creation, superannuation, retirement planning, estate planning and asset protection. Gary also specialises in guiding clients through the establishment and management of self-managed superannuation funds (SMSFs).

His extensive qualifications and depth of industry knowledge ensures a high quality experience for all clients. By developing close working relationships, Gary is able to tailor his advice and services to suit the needs of each individual. As a key member within the firm, Gary also has direct access to other technical specialists within RSM to ensure a comprehensive client experience.

RSM Financial Services Australia Pty Ltd ABN 22 009 176 354 AFS Licence No 238282

Solutions Gary provides

Gary provides in all areas of financial planning and specialises in the following areas:

  • wealth accumulation
  • superannuation
  • asset protection
  • salary packaging
  • pre and post retirement planning
  • estate planning
  • self-managed superannuation funds

Qualifications

  • Bachelor of Business
  • Graduate Diploma of Financial Planning
  • Master of Accounting
  • Master of Business AdministrationGary Marsh is a senior advisor with RSM Financial Services Australia, advising clients in areas of wealth creation, superannuation, retirement planning, estate planning and asset protection.
  • Certified financial planner professional

Professional associations

  • Fellow, Financial Services Institute of Australia
  • Member, CPA Australia
  • Member, Australian Institute of Company Directors
Publications

Retirement - How much do I need?

17 September 2020
Retirement: a delightful word that conjures up images of days spent in slippers, volunteering to help others, rediscovering old hobbies, taking long cruises in the Mediterranean, or just enjoying your new found freedom. How long each of us needs to wait before we can retire – and the kind of lifestyle we’re able to enjoy while in retirement ...

Your ticket to financial freedom - spouse contribution splitting

21 May 2019
An often overlooked but valuable means of growing overall retirement savings is to pass some of your superannuation to your spouse, i.e. spouse contribution splitting.  As a general rule, you can’t transfer your personal super to someone else, unless you withdraw the funds and give the money to another person or you nominate someone to re...