Financial Adviser · NEWSTEAD, QLD

Glen David Marshall

21 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000309455

Glen David Marshall is a financial adviser based in Newstead, Queensland, with 21 years of experience in the financial services industry. Glen is currently authorised under Charter Financial Planning Limited. Glen 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 Business (Accountancy) from Queensland University of Technology.

Authorised to Advise On

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

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Bachelor of Business (Accountancy)

Queensland University of Technology

2008

Graduate Diploma of Financial Planning

Financial Services Institute of Australia (FINSIA)

2018

Accredited Listed Product Adviser (ASX ALPA) Program

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Dec 2014 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Paragem Pty Limited

Feb 2014 - Aug 2014 Ceased

Westpac Banking Corporation

Jan 2011 - Jan 2014 Ceased

Horsey Jameson Bird Pty. Ltd.

Aug 2005 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register