Marshall Brentnall is a seasoned financial adviser with over 30 years of experience guiding professionals, executives, and families through complex financial decisions. As Chief Investment Officer and Director at Principal Edge, Marshall leads the firm’s investment strategy and client advisory with a focus on clarity, confidence, and long-term outcomes.
Marshall is responsible for providing investment strategy and dynamic asset allocation services to Principal Edge’s Investment Committee. His leadership is defined by trust, transparency, and a consultative style that fosters enduring relationships across generations. He also plays an active role in shaping family wealth strategies, including estate planning and SMSF management.
Marshall’s expertise spans asset allocation, retirement planning, and portfolio management, underpinned by industry-leading qualifications such as Certified Financial Planner, ASX Accredited Listed Products Adviser, and Self Managed Superannuation Fund Specialist (SMSF)
A thought leader and innovator, Marshall is the founder of the George Street Index, a unique initiative designed to bring personality and accessibility to the world of investing. He is also a sought-after public speaker and keynote presenter, known for his engaging insights on financial advice, leadership, and the evolving landscape of wealth management
Marshall’s philosophy is simple: provide clients with the confidence and freedom to enjoy what matters most, while he and his team manage and protect the assets it has taken a lifetime to build. Outside of his professional life, Marshall is a devoted family man with a love for skiing, gadgets, fun runs, and rugby, and is always ready to bring fresh ideas to the table
SPECIALIST AREAS
- Investment Strategy & Asset Allocation
- Portfolio Construction & Management
- Strategic Coaching for Professionals & Executives
- Adviser mentoring, leadership, and team development
- Team mentoring
Contact Marshall
marshallb@principaledge.com.au