Marisa Whant

Marisa has worked with mbt for a year now since January 2007 within the financial planning division of the firm. Marisa’s role is an admin/Paraplanning position. Work she is involved in includes:

• Administration Duties
• Statements of Advice
• Reviews
• Client Position Reporting

Marisa is in her second year of a Bachelor of Business, she will major in financial planning and Sub major in Finance and Banking. Upon completion of her degree she will complete her Graduate Diploma of Financial Planning with FINSIA and become an Authorised Representative of Count Wealth Accountants.