Financial Adviser
· PULLENVALE, QLD
Keith Desmond Marshall
No disciplinary history on record with ASIC
PULLENVALE,
QLD
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000288057
Currently at
Pullenvale, QLD (firm address)
Keith Desmond Marshall is a financial adviser based in Pullenvale, Queensland, with 21 years of experience in the financial services industry since 2005. Keith is currently authorised under Australian Mortgage And Financial Advisers. Keith holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Keith's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Mentor Education. Keith is a member of Mortgage and Finance Association of Australia (MFAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Mentor Eductation
2012
Diploma of Financial Services (Finance/Mortgage Broking Management)
Intellitrain
2014
Advanced Diploma of Financial Services (Financial Planning)
Mentor Education
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register