Financial Adviser
· BARANGAROO, NSW
Richard Marsh
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004645
Richard Marsh is a financial adviser based in Barangaroo, New South Wales, with 19 years of experience in the financial services industry. Richard is currently authorised under Alliance Wealth Pty Ltd. Richard 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 Certified Financial Planner (CFP) Certification Program (5 units) from FPA Australia. Richard is a member of Certified Financial Planning (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce (Management and Marketing)
University of Wollongong
2010
Margin Lending and Geared Investments
Kaplan Professional
2012
Self Managed Superannuation Funds Course
Kaplan Professional
2015
Advanced Diploma of Financial Planning
Kaplan Professional
2022
Certified Financial Planner (CFP) Certification Program (5 units)
FPA Australia
Registration History
Source: ASIC Financial Advisers Register