Financial Adviser · SURFERS PARADISE, QLD

Mark Anthony Marshall

18 Years experience
Currently at
Surfers Paradise, QLD
ASIC Registered · ADV 000311582

Mark Anthony Marshall is a financial adviser based in Surfers Paradise, Queensland, with 18 years of experience in the financial services industry. Mark is currently authorised under Smsf Wealth Licensing Pty Ltd. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Their qualifications include a Bachelor of Commerce in Financial Planning and Investments from Griffith University.

Authorised to Advise On

Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Qualifications and Training

2006
Bachelor of Commerce in Financial Planning and Investments
Griffith University
2013
Listed Product Accreditation Course (LPAC)
LPAC Online
2018
TASA and the TPB Code of Professional Conduct
Kaplan
2023
SAPEPAA Course
LYTG
2023
SMSF Specialist Course
LYTG

Registration History

Aug 2023 - Present Current
Jul 2023 - Jul 2023 Ceased
Sep 2021 - Aug 2023 Ceased
FINANCIAL SERVICES PARTNERS PTY LIMITED
Mar 2008 - May 2020 Ceased
Government Debentures, Stocks or Bonds: Class of product only. SMSF: Not authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register