Financial Adviser · SYDNEY, NSW

Ali Marashian

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 000329841

Ali Marashian is a financial adviser based in Sydney, New South Wales, with 8 years of experience in the financial services industry. Ali is currently authorised under Shadforth Financial Group Limited. Ali 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 Bachelor of Applied Finance from University of Western Sydney. Ali 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

Restrictions: Superannuation: Not authorised to provide SMSF advice. Securities: advice is limited to approved model portfolios only.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Bachelor of Applied Finance
University of Western Sydney
2003
Bachelor of Economics (Banking & Finance)
University of Western Sydney
2006
Diploma of Financial Services
AMP - NSW Vocational Education & Training
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2020
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Higher Education
2020
FPC003 Superannuation and Retirement Advice
Kaplan Higher Education
2021
FPC007B Client Engagement Skills
Behavioural Finance - Kaplan Higher Education
2025
Tax for Financial Advising
Kaplan Professional Education

Registration History

Nov 2018 - Present Current
Superannuation: Not authorised to provide SMSF advice. Securities: advice is limited to approved model portfolios only.
AVENUE CAPITAL MANAGEMENT PTY LTD
Sep 2008 - Jul 2011 Ceased

Source: ASIC Financial Advisers Register