Marcus Boadle
Financial Planner
Marcus Boadle is a Financial Planner at Rising Tide Financial. He spent 19 years in private wealth management, managing money for a high-net-worth family, before joining Rising Tide.
Why Marcus joined Rising Tide
Over time, Marcus’s view of money evolved. What began as a focus on markets, growth and performance became something much more meaningful: understanding how money can help people live fulfilling lives, and why they are investing in the first place.
That shift in perspective led Marcus to financial planning and ultimately to Rising Tide, where the focus extends beyond investment returns to helping clients build the lives they want.
How Marcus works with clients
Marcus brings his extensive experience in financial markets to every client conversation, combining technical knowledge with a clear understanding of what money is ultimately for.
He helps clients take control of their finances, connect their money with what matters most and make confident decisions about their future, so they can reach more of their own “yes” moments.
Experience and qualifications
- 19 years in private wealth management
- 3 years in financial planning
- Graduate Diploma of Financial Planning
- Bachelor of Business (Economics and Finance)
- 3 kids, a mortgage, and a wife chasing her own passion