Senior Consultant &
Investment Director
Marilyn Bee is a senior consultant for Financial Professionals and provides advice to clients on all financial planning and investment matters. Marilyn also heads up our investment team as Investment Director, responsible for research into all new and existing investments.
Marilyn’s maturity as well as wide ranging professional and business experience allows her to assist clients in the successful management of their affairs.
Marilyn is an accountant who made the transition to financial planning in 1994, and has completed her Diploma of Financial Planning. She has spent some 18 years working and living overseas in countries such as Laos, Philippines and the Maldives. In this time Marilyn developed a number of successful business opportunities involving complex financial matters. The necessity to link tax and structural advice became evident during this time and was a driving force in her joining the Financial Professionals team in 1999.
Marilyn also oversees our proactive investment selection and monitoring process. By utilising the major research houses such as MorningStar to undertake in-depth due diligence we can personally tailor investments to suit our client’s needs. This includes ensuring the right balance of income, growth, sector allocation, volatility and tax benefits etc. Marilyn is also an experienced share trader and runs seminars on the subject.
Marilyn, through her entity JMB QLD Pty Ltd is employed by, and is an ’authorised representative’ of Financial Professionals Pty Ltd. Marilyn earns a salary and possible bonuses. Marilyn receives no commissions or rebates from any third party.
Marilyn is also an equity owner in the Financial Professionals Group and receives dividends from earnings.
