Financial Adviser
· MATRAVILLE, NSW
Jean Patrick Stephane Marianne
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000325631
Jean Patrick Stephane Marianne is a financial adviser based in Matraville, New South Wales, with 18 years of experience in the financial services industry. Jean is currently authorised under Prolific Advisory Solutions Pty Ltd. Jean 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 from Financial Planning Association. Jean 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2008
Diploma of Financial Services (Financial Planning)
Mentor Education Pty Ltd
2009
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
2010
Bachelor of Business (Applied Finance)
University of Western Sydney
2020
Certified Financial Planner
Financial Planning Association
2021
Margin Lending Specialist
Kaplan Professional
Registration History
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
JIGSAW SUPPORT SERVICES PTY LIMITED
JIGSAW SUPPORT SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register