Marissa De Saint Quentin

Wealth Optix

Gold

26 Yrs Experience

Chermside, QLD 4032

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Marissa de Saint Quentin is the principal financial adviser behind Wealth Optix. With more than 25 years of experience in financial advice, she brings a thoughtful and personal approach to helping clients navigate important financial decisions with greater clarity and confidence.

Her advice process begins with understanding each client's circumstances, priorities and goals before shaping recommendations — across financial planning, wealth creation, investment advice, superannuation, SMSFs, retirement planning and personal insurance.

"My role is not to overwhelm clients with technical detail, but to help them better understand the decisions in front of them, weigh their options carefully and move forward with greater confidence and direction."

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Shares & Investments
Redundancy
Cashflow & Income
Tax Strategies
Growing Assets

At Wealth Optix, we operate on a transparent fee-for-service model. This means our fees are agreed with you upfront and are based on the scope and complexity of the advice provided.

For initial advice, we charge a plan preparation fee which covers understanding your circumstances, developing personalised strategies and preparing and presenting your financial advice.

For clients seeking ongoing support, we offer an ongoing service arrangement designed to provide regular reviews, portfolio management, strategy updates and proactive support as your circumstances change.

Where ongoing portfolio management is not required, we are also happy to provide strategy-only advice on a one-off basis to help you make informed financial decisions when needed.

5.00 June 2026

Marissa was referred to us by some good friends who have been working with her for several years. She has made us feel very much at ease in planning the next stage of our lives - transitioning into retirement and maximising the financial gains available to us. She is warm, approachable, knowledgeable and efficient. I’d highly recommend her to anyone looking for some assistance in planning retirement.

5.00 June 2026

Marissa de Saint Quentin brings a wealth of experience and a genuinely client-focused approach to financial advice. Her ability to explain complex financial matters with clarity and care helps me feel informed and confident in her decisions. With over 25 years of expertise, she is a trusted adviser who takes the time to understand my unique goals and financial journey.

Adviser status Gold
Rating 5.00
Number of reviews 2
First year providing advice 2000
Years of experience 26
Highest qualifications
- Certified Financial Planner (CFP)
- Certified Financial Planner (CFP)
- Graduate Diploma of Financial Planning
Language spoken
- English