Marcus Dunning Cert

WORK HISTORY

SKILLS

ABOUT MARCUS DUNNING CERT

My career in Financial Services began in 2017, when I joined a local Independent Financial Adviser firm in an administrative role. From the outset, I was drawn to the profession and motivated by a clear goal: to become an Independent Financial Planner and help clients achieve meaningful financial outcomes. This ambition led me to complete my Diploma in Regulated Financial Advice.In 2019, I joined Sandringham Financial Partners as a Paraplanner, working closely with Financial Planners to deliver high-quality, client-centric advice while upholding the firm’s exacting professional standards. This role has allowed me to deepen my technical expertise, gain valuable insight into the advice process, and understand how tailored financial planning can genuinely add value to clients’ lives.What I enjoy most about my role is working with clients from all walks of life, helping bridge the gap between where they are now and where they want to be, and building long-term relationships that support them in achieving their financial goals.I am currently working towards my Level 6 Diploma in Regulated Financial Planning and aspire to become a Chartered Financial Adviser, widely regarded as the gold standard within the profession.Outside of work, I’m a fitness enthusiast who enjoys socialising, long hikes with my wife and our dogs, Tilly and Bonnie, and discovering new food experiences. I’m an avid traveller and particularly enjoy exploring new countries through their local cuisine.