Financial Adviser
· CHERMSIDE, QLD · Claimed profile
Marissa De Saint Quentin
No disciplinary history on record with ASIC
CHERMSIDE,
QLD
26
Years experience
Tax advice
authorised
authorised
Free initial
consultation
consultation
ASIC Registered · ADV 001003145
About Marissa De Saint Quentin
Marissa De Saint Quentin is a financial adviser based in Chermside, Queensland, with 26 years of experience in the financial services industry since 2000. Marissa is currently authorised under Spark Advisors Australia, operating through Wealth Optix. Marissa holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marissa's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Marissa is a member of Financial Advice Association of Australia (FAAA).
Specialisations
Retirement planning
Superannuation
SMSF
Insurance
Investment advice
Estate planning
Tax strategies
Debt management
Centrelink / Government benefits
Expat / international advice
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
2003
Diploma of Financial Planning
Kaplan
2004
Advanced Diploma Financial Services (Financial Planning) FNS60404
Tribeca
2006
Advanced Diploma of Financial Planning
Kaplan
2010
RG146 Margin Lending
MLC ThreeSixty
2011
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2011
Certified Financial Planner
Deakin University
2021
Introduction to Self Managed Superannuation Funds
Kaplan
2023
Graduate Diploma of Financial Planning
Kaplan Professional
2026
Accredited Listed Product Adviser (ALPA)
Kaplan Professional
2026
SuperConcepts Specialist SMSF
SuperConcepts