Financial Adviser
· MELBOURNE, VIC
Marguerite Arendtsz
No disciplinary history on record with ASIC
MELBOURNE,
VIC
30
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000250840
About Marguerite Arendtsz
Marguerite Arendtsz is a financial adviser based in Melbourne, Victoria, with 30 years of experience in the financial services industry since 1996. Marguerite is currently authorised under Finwealth. Marguerite holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marguerite's qualifications include a Master of Business (Banking and Finance) from Monash University. Marguerite 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
1996
Diploma of Financial Planning (DFP 1-8)
FPA
2003
Self Managed Super Funds accreditation
Integratec
2009
ASX Accredited Listed Products Adviser (ALPA) Program
Kaplan
2015
Master of Business (Banking and Finance)
Monash University
Registration History
Government Debentures, Stocks or Bonds - Class of product only;
Source: ASIC Financial Advisers Register