Financial Adviser · SYDNEY, NSW

Tammy Zena Marshman

SYDNEY, NSW
21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000312365
Licensee
Sydney, NSW (licence address on ASIC register)

About Tammy Zena Marshman

Tammy Zena Marshman is a financial adviser based in Sydney, New South Wales, with 21 years of experience in the financial services industry since 2005. Tammy is currently authorised under Consultum Financial Advisers. Tammy holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Tammy's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia. Tammy 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

2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2006
Self Managed Superannuation Funds
Kaplan Professional
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia
2022
Accredited Aged Care Professional & Aged Care Specialist
Aged Care Steps & Financial Planning Association of Australia (FPA)
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Feb 2023 - Present Current
Aug 2021 - Feb 2023 Ceased
Nov 2018 - Jun 2021 Ceased
Mar 2018 - Oct 2018 Ceased

Source: ASIC Financial Advisers Register