Data sourced from ASIC Financial Advisers Register
Financial Adviser · CRAIGBURN FARM, SA

Marcus Samuel Douglas Hadfield

18 Years experience
Tax advice
authorised
Currently at
Lifespan Financial Planning Pty Ltd
Sydney, NSW
View firm profile
ASIC Registered · ADV 001005600

Marcus Samuel Douglas Hadfield is a financial adviser based in Craigburn Farm, South Australia, with 18 years of experience in the financial services industry. Marcus is currently authorised under Lifespan Financial Planning Pty Ltd. Marcus 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 Advanced Diploma of Financial Planning from ThreeSixty.

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2005
Diploma of Financial Services (Financial Planning)
ThreeSixty
2006
Advanced Diploma of Financial Planning
ThreeSixty
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan

Registration History

Lifespan Financial Planning Pty Ltd
Oct 2021 - Present Current
The adviser is restricted from providing personal advice on Self Managed Super Funds (SMSF)
Industry Fund Services Limited
May 2017 - Dec 2020 Ceased
Heritage And People's Choice Limited
Oct 2011 - May 2017 Ceased
National Australia Bank Limited
Jan 2008 - Oct 2011 Ceased

Source: ASIC Financial Advisers Register