All you need to know about
Marshall

CHIEF INVESTMENT OFFICER & DIRECTOR

Marshall Brentnall

Marshall Brentnall is a founding partner, Director, and Chief Investment Officer at Evalesco Financial Services. With over 30 years of experience in financial services, Marshall is driven by a clear purpose: to empower individuals in his community to live healthier, wealthier, and happier lives through the delivery of exceptional financial advice.

As CIO of Evalesco and its licensee, The Principal Edge, Marshall leads the group’s investment philosophy, strategy, and governance. He oversees portfolio construction, asset allocation, and risk management, ensuring every investment decision reflects the firm’s values of transparency, integrity, and long-term value creation.

Marshall chairs the EPE (Evalesco + Principal Edge) Investment Committee, guiding research, interpreting market trends, and developing tailored investment solutions for professionals, senior executives, and retirees. His leadership ensures clients benefit from a disciplined, forward-thinking investment process that remains resilient through market cycles.

Beyond investment strategy, Marshall plays a key role in mentoring advisers, enhancing investment literacy across the firm, and collaborating with external partners to source high-quality opportunities. His steady hand and deep experience help clients navigate complexity with confidence, creating peace of mind and enabling them to live their best lives.

Outside of work, Marshall is a proud husband, father of three, and a passionate skier who brings the same energy and enthusiasm to the slopes as he does to financial planning.

Qualifications

• Diploma of Financial Planning
• Certificate of Margin Lending
• Certificate of ASX Securities
• Certificate of Self Managed Superannuation Funds
• Certificate IV Finance/Mortgage Broking
• Bachelor of Business
• FASEA Financial Adviser Exam

Memberships, accreditations and associations

• Member of the Financial Advice Association of Australia (FAAA)
• Member of the Finance Brokers Association of Australia (FBAA)
• Tax Practitioners Board (TPB), Tax (Financial) Adviser Registration No 24828938
• Certified Financial Planner (CFP)

Areas of expertise

• Strategic Portfolio Construction & Management
• Investment Strategy & Asset Allocation
• Risk Management & Downside Protection
• Tailored Retriement Planning
• SMSFs & Family Wealth Management
• Intergenerational Wealth Transfer & Estate Planning
• Invetsment Governance & Innovation

“I look forward to our working together in optimising my financial situation. I definitely feel so much more confident financially since joining Evalesco. It has been a very reassuring experience for me, and I thank you and Kathryn for your down to earth yet very professional approach.”
MIRIAM
CLIENT SINCE 2010
“The best decision I've ever made is to seek financial advice from Marshall”
LISA
CLIENT SINCE 2017
“Thanks for the overview. The Bond Market inversion is another indication of trade issues and pending recession. Glad that we have advisers who have a better understanding of the turbulence, volatility and risks in the markets.”
BRIAN
CLIENT SINCE 2011