Chase Marshall

Chase is a shareholder of KDM Financial and a highly skilled financial planner with a passion for helping clients achieve their financial goals. With several years of experience in the financial services industry, Chase has worked at National Australia Bank and is currently employed at KDM Financial and Estate Planning as a Senior Financial Adviser.

Chase’s approach to financial planning is client-centric, with a focus on developing customised solutions for each individual client. His expertise lies in Superannuation, Retirement Planning, Estate Planning, Investments, and Personal Insurance advice. He believes in taking a holistic approach to financial planning and ensures that his clients feel confident and informed throughout the process.

Chase’s qualifications include Masters of Financial Planning from Kaplan Professional, as well as a Bachelor of Commerce majoring in Finance and Economics from Griffith University. During his studies, Chase received the Griffith University Award for Academic Excellence. He also participated in the Bachelor of Commerce Exchange program at Akita International University.

Outside of work, Chase enjoys playing golf, learning the guitar, and following Formula 1. He is always looking for new challenges and experiences that will broaden his knowledge and skills as a financial planner.

Testimonials

“Chase, our advisor at KDM, has been assisting us for a couple of years now preparing us for retirement. He has come up with some great strategies for our situation, always so helpful and puts our minds at ease at each review, explaining in detail his processes he puts in place for our circumstances. I would highly recommend Chase when you are in need of financial advice. He is such a pleasure to deal with.” – Sue Vassella

“Chase was a pleasure to deal with. He helped break down everything to explain to me in simple terms. He explained my options very clearly & was transparent. Great personable service! Highly recommend Chase for your financial needs.” – Kim