Chase Marshall

Provisional Adviser

Chase joined KDM Financial as an associate adviser in 2020. Chase has an experience in working for a major bank and has a Bachelor of Commerce.


  • Provisional Adviser at KDM Financial & Estate Planning, 2021 – Current
  • Senior Associate at KDM Financial and Estate Planning, 2020 – 2021
  • Renewable Energy Designer at Hawking Solar, 2016 – 2020
  • Customer Advisor at National Australia Bank, 2012 – 2014


  • Postgraduate Diploma of Financial Planning at Kaplan Professional
  • Bachelor of Commerce at Griffith University
  • Bachelor of Commerce at Akita International University