Financial Adviser
· DULWICH, SA
Marcus Dickson Reade-brown
No disciplinary history on record with ASIC
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000282224
Marcus Dickson Reade-brown is a financial adviser based in Dulwich, South Australia, with 22 years of experience in the financial services industry. Marcus is currently authorised under Count Financial Limited. 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 5 Unit CFP Certification Program from Financial Planning Association of Australia (FPA). Marcus is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Economics
University of Adelaide
2005
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2005
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Margin Lending Accreditation Program
DeakinPrime Corporate Education
2011
5 Unit CFP Certification Program
Financial Planning Association of Australia (FPA)
2011
Professional Diploma in Stockbroking
Stockbrokers Association of Australia
2016
TASA and the TPB Code of Professional Conduct
Kaplan Professional
2017
Accredited Aged Care Professional
Aged Care Steps
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
2023
Introduction to SMSFs
Accurium TechHub
Registration History
Source: ASIC Financial Advisers Register