Financial Adviser · SUTHERLAND, NSW

Marcus Gerard Walsh

SUTHERLAND, NSW
23 Years experience
Tax advice
authorised
ASIC Registered · ADV 001004034
Currently at
Melbourne, VIC (firm address)

Marcus Gerard Walsh is a financial adviser based in Sutherland, New South Wales, with 23 years of experience in the financial services industry since 2003. Marcus is currently authorised under Viridian Advisory, operating through Viridian Financial Group. Marcus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcus's qualifications include a Bachelor of Commerce in Banking and Finance from University of Canberra. Marcus 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

Restrictions: Excludes Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2001
Bachelor of Commerce in Banking and Finance
University of Canberra
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Education Pty Limited
2008
Diploma Financial Services (Financial Planning) FNS5080
Kaplan Australia
2020
Tier 1 Margin Lending
2026
FPC002B Ethics and Professionalism In Financial Advice
Ethics - Kaplan Higher Education

Registration History

May 2026 - Present Current
Excludes Self Managed Superannuation Funds
Aug 2022 - Jun 2025 Ceased
Feb 2021 - Jul 2022 Ceased
GWM ADVISER SERVICES PTY LTD
Nov 2019 - Feb 2021 Ceased
Jul 2013 - Aug 2019 Ceased
Not authorised to provide personal advice on Securities; Standard Margin Lending.

Source: ASIC Financial Advisers Register