Marcus Christopher Gridley is a financial adviser based in Melbourne, Victoria, with 22 years of experience in the financial services industry since 2004. Marcus is currently authorised under Aware Financial Services Australia Limited, operating through Aware Super Services. 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 Certified Financial Planner from Financial Planning Association of Australia Limited. Marcus 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
Restrictions: Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Authorised to provide tax financial advice services
Registration History
Nov 2022 - Present
Current
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Aug 2020 - Nov 2022
Ceased
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
Oct 2016 - Jun 2020
Ceased
Securities - Limited to the Guideway Financial Services authorised product list.
VICSUPER PTY LTD
Aug 2015 - Jun 2020
Ceased
VicSuper representatives are limited to providing financial product advice on VicSuper products; ESSSuper - Revised, New, SERB and Transport Schemes; providing advice on whether a member should consolidate or roll over their superannuation holdings into VicSuper (excluding personal advice on self-managed superannuation funds); and general superannuation matters.
Nov 2014 - May 2015
Ceased
VICSUPER PTY LTD
May 2011 - Nov 2014
Ceased
Jun 2010 - May 2011
Ceased
Mar 2010 - Jun 2010
Ceased
Source: ASIC Financial Advisers Register