Ian Marsland – DipFP – Principal & Financial Adviser
Ian started his career in the financial services industry in 1987. He spent 12 years as a Corporate Superannuation specialist, Financial Planner and Practice Manager. Another 10 years was spent with various investment managers and insurance providers in Business Development, working together with Financial Planners, Accountants and their clients. Prior to 1987 Ian spent 10 years working in the banking sector. Ian is married to Jacqui and has 3 children. When not keenly following his children’s sporting pursuits, Ian enjoys spending time with family and friends, reading, music and following most sports, particularly AFL and baseball.
0438 892 737
Stephen Young – DipFP – Principal & Financial Adviser
Steve commenced in the financial services industry in 1997, working in a variety of business development and management roles in Adelaide and Melbourne before launching MWP Financial with Ian. “The most enjoyable and satisfying part of what we do is helping our clients achieve their financial and lifestyle goals.” Steve is married to Karen and they have three young children. As well as following his children’s sporting and extra-curricular pursuits, Steve is an avid sports fan, enjoying many sports including soccer, AFL and cricket. “When we get a spare moment, we love to spend time with family and friends, often over a leisurely lunch or dinner and usually involving a glass or two of great South Australian wine.”
0423 761 428
Sue Macklin –
B.Ec, DipFP – Financial Adviser
Sue has worked in the financial services industry for over 30 years and financial planning for nearly 20! She has two adult children who now live interstate – so travelling to spend time with them has become a favourite thing to do. Sue also spends as much time as she can outdoors – cycling, bushwalking, gardening, and getting involved in a range of conservation projects. She continues to work in financial planning because she enjoys engaging and working with clients to help them realise their best financial outcomes.
0402 220 973
Karen Young –
B.Com – Business Manager
Karen started her career in the financial services industry in 1990 and has held a wide variety of administration, supervisory and product development roles with major fund managers. Karen is married to Steve and has three beautiful children. She enjoys spending time with her family and friends and loves a good book. Karen has also completed a Certificate in Interior Design and enjoys developing her skills and knowledge in this area.
0447 336 138
Karen Scarman –
DipFP – Client Services Officer
Karen has over 20 years experience in the banking and financial services industry. Karen is married with two children and enjoys socialising with family and friends, as well as reading, and taking the dog for a walk along the beach.
Belinda Wise – DipFS (FP) – Paraplanner
Belinda started in financial planning in 1997 and also has experience in the banking industry.
Belinda is married with two young adorable children and enjoys spending time with family and friends, and loves scrapbooking and other creative arts and crafts.
Kim Taylor –
Client Services Officer
Kim has been employed in Banking and Financial Services since 1990 and over that time has held roles of great diversity, all with a predominant focus on customer service. Kim is married with two children and adores spending time with family and friends in particular when travelling in their caravan.