Financial Adviser · CRAIGBURN FARM, SA

Marcus Samuel Douglas Hadfield

CRAIGBURN FARM, SA

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 001005600

Licensee

Lifespan Financial Planning

Sydney, NSW (licence address on ASIC register)

View licensee

About Marcus Samuel Douglas Hadfield

Marcus Samuel Douglas Hadfield is a financial adviser based in Craigburn Farm, South Australia, with 18 years of experience in the financial services industry since 2008. Marcus is currently authorised under Lifespan Financial Planning. Marcus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcus's 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