Marco Nazzaro

A reliable, action-oriented private portfolio manager with significant experience advising private clients, not-for-profits and businesses for over 15 years in Australia, Europe and UK. Marco applies his sophisticated understanding of complex financial products and excellent problem-solving skills to benefit his clients.

Marco worked in London for almost five years with two fiduciary companies, where he provided international tax advice to wealthy individuals and businesses. Marco was setting up and managing trusts and companies to facilitate corporate finance transactions and providing tax and strategic corporate and individual planning advice.

In Australia, Marco worked for AMP and PFG Financial Services for five years providing holistic advice and specialising in aged care, building trust and applying the highest standards of professional excellence, integrity and responsiveness.

Subsequentially, Marco worked at NAB Business Banking, providing investment advice to HNW business owners, businesses and charities in the three leading business centres in Victoria. The majority of clients had investable assets of between $1ml to $30ml.

Marco’s experience across continents and client bases means he keeps a keen eye on markets with a particular interest in alternatives, such as private equity, infrastructure, and currency. Marco is a qualified Certified Financial Planner (CFP) and Internal Quality Auditor (ISO 9000 & 14000), along with being FASEA compliant.

As a client-facing portfolio manager, I enjoy helping individuals and families and being able to provide them with an effective investment strategy that will give them peace of mind so they can actually enjoy their retirement without having to worry about their finance.

I spend most of my time outside work with my family and especially my two young daughters. On the weekend, I play tennis or travel – safari in South Africa is a recent favourite, although that ook place over a little more than just the weekend!