Financial Adviser
· EAST TOOWOOMBA, QLD
Adam John Marjoribanks
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000318824
Adam John Marjoribanks is a financial adviser based in East Toowoomba, Queensland, with 29 years of experience in the financial services industry. Adam is currently authorised under Count Financial Limited. Adam 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 Graduate Diploma of Financial Planning from Kaplan Higher Education. Adam is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and 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
2002
Advanced Investment Planning
The Australian Institute of Financial Studies
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending and Geared Investments
Kaplan Professional
2024
Graduate Diploma of Financial Planning
Kaplan Higher Education