Financial Adviser · DENILIQUIN, NSW

Paul William Andrew Marshall

23 Years experience
Tax advice
authorised
ASIC Registered · ADV 000247545

Paul William Andrew Marshall is a financial adviser based in Deniliquin, New South Wales, with 23 years of experience in the financial services industry. Paul is currently authorised under Lifespan Financial Planning Pty Ltd. Paul holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Paul holds a Bachelor of Business (Accounting) from Charles Sturt University. Paul 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

1997
Bachelor of Business (Accounting)
Charles Sturt University

Registration History

Nov 2020 - Present Current
Jan 2004 - Nov 2020 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register