Marinis Financial Group

Marinis Financial Group is an independent financial planning practice based in Adelaide. The firm is independently owned, independently licensed and independently remunerated. It operates under the legal entity Financial Strategies (SA) Pty Ltd, trading as Marinis Financial Group. Theo Marinis is Director and Financial Strategist, and a Certified Financial Planner (CFP®). Theo Marinis holds a Bachelor of Arts (Economics), Bachelor of Economics (Accounting) and is a Certified Practicing Accountant (CPA). Dylan Holliday is a Financial Adviser with a Bachelor of Economics, Bachelor of Finance and Graduate Diploma of Financial Planning.

Dylan Holliday is a Chartered Retirement Planning Counselor CRPC® and Accredited Behavioural Finance Professional ABFP®. Jasmine Halligan is Practice Manager with a Diploma of Business and Diploma of Business Administration. Kristina Matthews is Responsible Manager with a Bachelor of Arts (Communications) and Diploma of Financial Planning. Stacey Vyden is Senior Paraplanner and Responsible Manager with a Bachelor of Applied Finance, Bachelor of Business (Honours) and Diploma of Financial Planning. Kaleb Cross is Client Services Officer and Paraplanner with a Bachelor of Business and Graduate Diploma of Financial Planning. Shae Roccisano is a Client Services Officer. Cheer (Xiayi) Wu is a Client Services Officer with a Bachelor of Business.

Alison Newberry is a Receptionist. Simon Morgan is Public Relations Adviser with a Bachelor of Communication (PR) and Diploma of Financial Services (Financial Planning). The firm's services include superannuation and retirement, wealth accumulation, wealth protection and defined benefits. It charges flat dollar fixed fees and does not accept commissions. The initial appointment is complimentary. It has clients in every state and territory of Australia, with appointments available via videoconference or telephone. Its investment philosophy centres on index (passive) investments. It never receives or deals with cash. As an AFS licensee it must manage cyber security risks as part of its licence obligations.

Marinis Financial Group is a financial adviser and planner based in Adelaide, listed under the financial advisers and planners category. The practice keeps weekday hours, opening from 09:00 to 17:00 Monday through Friday and remaining closed on weekends, so appointments are arranged during standard business hours. Its office sits at Level 1, 11 Halifax Street in the city centre, and the business maintains a website at marinisgroup.com.au.

No reviews have been recorded for this practice, and nothing in the available listings names individual staff members, particular methods or specific areas of specialisation. The entry therefore presents the firm as a general financial planning and advice practice serving Adelaide clients during conventional weekday times rather than one with documented customer accounts to draw on.