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About Marilyn

Marilyn is a Financial Planner for Bridges Financial Services covering the Sydney area.

She brings over two decades of experience having commenced her career with AMP Financial Planning, then Commonwealth Bank Financial Planning, before working at Bridges.

Marilyn specialises in retirement planning, superannuation, social security, tax and investment strategies, SMSF, defined benefit and personal insurances.

Her depth of knowledge and qualifications combined with her enthusiasm mean that Marilyn is one of our most awarded planners. 

Education and Experience 

Marilyn holds the following qualifications:

• Certified Financial Planner (CFP®)

• Bachelor of Business

• Certified Practicing Accountant (CPA®)

Awards and industry recognition

• Bridges Financial Planner of the Year -2025

• IFA Excellence Award Finalist – Client Outcome of the Year 2025

• IFA Excellence Award Finalist – Innovator of the Year 2025 

• CFP® National Excellence Award – 2013 & 2014

• CFP® National Excellence in Customer Service Award – 2015 & 2016

• CFP® National Ultimate Success Award – 2019, 2020 & 2021

What my clients say

“Marilyn is a kind and compassionate adviser who took the time to genuinely understand our financial situation, along with our personal and financial goals. 

Her extensive expertise was evident throughout our interactions. She consistently explained complex concepts with clarity, while demonstrating a high level of care, integrity, and professionalism. 

Marilyn has made a tangible difference to our financial wellbeing—guiding us through important insurance changes and helping us establish a superannuation plan that aligns with our risk profile and long-term objectives. I have no hesitation in recommending Marilyn. Her client-first approach, deep knowledge, and thoughtful guidance make her an exceptional adviser.” 

Outside of work 

When not advising clients, Marilyn enjoys playing pickleball, swimming, bush walking and travelling with her family.