Data sourced from ASIC Financial Advisers Register
Financial Adviser · ALLAMBIE HEIGHTS, NSW

Marnie Moana Maloney

17 Years experience
Tax advice
authorised
Currently at
Climb Wealth Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 000337864

Marnie Moana Maloney is a financial adviser based in Allambie Heights, New South Wales, with 17 years of experience in the financial services industry. Marnie is currently authorised under Climb Wealth Pty Ltd. Marnie holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma Financial Services (Financial Planning) from MLC ThreeSixty. Marnie is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2007
Diploma Financial Services (Financial Planning)
MLC ThreeSixty
2008
Advanced Diploma Financial Services (Financial Planning)
MLC ThreeSixty

Registration History

Climb Wealth Pty Ltd
Jan 2020 - Present Current
GWM ADVISER SERVICES PTY LTD
May 2017 - Jan 2020 Ceased
ACN 128 650 037 PTY LIMITED
Jun 2015 - May 2017 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
Dec 2014 - Apr 2015 Ceased
GENESYS WEALTH ADVISERS PTY LIMITED
Jul 2011 - Sep 2013 Ceased
A.C.N. 116 900 362 LIMITED
May 2009 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register