Financial Adviser · KELVIN GROVE, QLD

Marc Douglass Banvill

25 Years experience

Tax advice
authorised

Currently at

Belmont, NSW

View firm profile

ASIC Registered · ADV 000270385

Marc Douglass Banvill is a financial adviser based in Kelvin Grove, Queensland, with 25 years of experience in the financial services industry. Marc is currently authorised under Shartru Wealth Management Pty Ltd. Marc 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 Diploma of Financial Planning from Financial Planning Association of Australia. Marc is a member of Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning

Financial Planning Association of Australia

2010

Margin Lending and Geared Investments

Kaplan Professional Education

2010

Self Managed Superannuation Funds

Kaplan Professional Education

2013

ASX Accredited Listed Products Adviser

Kaplan Professional Education

Registration History

Shartru Wealth Management Pty Ltd

Dec 2018 - Present Current

MAGNITUDE GROUP PTY LTD

Aug 2015 - Nov 2018 Ceased

Hillross Financial Services Limited

Jun 2012 - Jul 2015 Ceased

MDA services are restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

LONSDALE FINANCIAL GROUP PTY LTD

Apr 2010 - Jun 2012 Ceased

Source: ASIC Financial Advisers Register