Marcelo is an experienced financial services executive with over 25 years’ experience in large, medium and small sized businesses with experience at both CFO and CEO levels with significant M&A experience, Marcelo’s niche market is M&A activity in the financial planning space, having participated, advised and completed numerous transactions in this space. Prior to becoming an Executive Director at Chase Corporate Advisory, Marcelo held the position of CEO and Director at mid-tier Dealer Group Total Financial Solutions (TFS) (part of the Countplus Group of Companies).
Marcelo has a deep understanding of financial planning firms, the key financial data which underpins these firms as well as the financial planning sector and the complex regulatory regime which underpins this sector and is well placed to advice clients on the best possible structure to achieve desired outcomes.
Marcelo was CEO and a Director of TFS as well as holding 3 other directorships in equity partner financial planning firms where he advised on various M&A activity. Prior to that, Marcelo was the TFS group CFO and Company Secretary for TFS where he was instrumental in the sale of TFS to the Countplus group, he was heavily involved in the DD process as well as integral to the complex stakeholder management process undertaken to align the expectations of in excess of 50 shareholders of the TFS Group.
Marcelo holds a Bachelor of Commerce and is a CPA member, he also holds the Diploma in Financial Planning.