Financial Adviser
· MELBOURNE, VIC
Marc Raymond Whitworth
No disciplinary history on record with ASIC
14
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000433748
Marc Raymond Whitworth is a financial adviser based in Melbourne, Victoria, with 14 years of experience in the financial services industry. Marc is currently authorised under Macquarie Bank Limited. Marc 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 Bachelor of Commerce (Finance and Financial Planning) from Deakin University. Marc is a member of Financial Advice Association of Australia (FAAA).
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
2009
Bachelor of Commerce (Finance and Financial Planning)
Deakin University
2017
DFP5v3 Tax for Financial Advising
Kaplan Higher Education Pty Limited
2017
Fellow Chartered Financial Practitioner
Association of Financial Advisers
2017
Tier 2 Deposit Products and non-cash payment products Tier 2 (personal advice)
Financial Education Professionals Pty Ltd
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only; Securities: Class of product only; Superannuation: Not authorised to provide SMSF advice.
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
QUADRANT SECURITIES PTY LTD
Source: ASIC Financial Advisers Register