Diane Marchetti
Senior Adviser & Partner
Location
Sydney
Diane provides strategic and investment advice for high net wealth individuals and families in Sydney.
Diane provides strategic and investment advice for wealthy families and not-for-profit institutions.
With over 20 years experience in private client management, Diane is passionate about developing strong relationships with her clients to fully understand their needs and objectives. Diane helps her clients grow and protect their wealth, providing advice in the following areas: superannuation, asset structuring for efficient tax outcomes, asset protection, succession planning, integrating philanthropy into wealth planning, responsible investment, investment policy development, governance, asset allocation, and portfolio construction and management.
Diane holds a Bachelor of Economics from the University of Adelaide. She is a Certified Financial Planner (CFP), is registered to provide tax (financial) advice services, and is a member of the Financial Advice Association Australia (FAAA) and the Responsible Investment Association Australasia (RIAA).
Diane has previously worked for Commonwealth Private as a Private Wealth Manager and for Goldman Sachs in London.
Location
Sydney