Marathon Financial Planning

specialises in:

  • Superannuation Strategies

  • Retirement Planning

  • Income Streams

  • Estate Planning

  • Aged Care Advice

  • Centrelink Strategies

  • Cashflow Management

  • Debt Reduction

  • Investments

Regan Welburn

Regan has been well known in the financial services industry for many years with positions in both Australia and the United Kingdom.

Regan worked in the banking sector before progressing into a Financial Information Service role with Centrelink.

Carly Welburn

Carly Welburn is the Business Manager for Marathon Financial Planning.

Before establishing the business with her husband Regan Welburn, Carly established My Pension Manager, an Age Pension administration business which is still in operation.

We’re Here To Help You…

Regan Welburn and Marathon Financial Planning Pty Ltd ABN 84 934 434 055 ATF Marathon Financial Panning Trust t/as Marathon Financial Planning are Authorised Representatives of Synchron AFS Licence 243313.

Synchron is a wholly-owned subsidiary and operating entity of ASX listed WT Financial Group Limited (ASX: WTL).
Head office: Level 6, 71 Queens Road, Melbourne, Victoria 3004

The information contained herein is of a general nature only and does not constitute personal advice. You should not act on any recommendation without considering your personal needs, circumstances, and objectives.
We recommend you obtain professional financial advice specific to your circumstances.

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