Financial Adviser
· BROOME, WA
Marlon Fresher
No disciplinary history on record with ASIC
3
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001301408
Marlon Fresher is a financial adviser based in Broome, Western Australia, with 3 years of experience in the financial services industry. Marlon is currently authorised under Synchron Advice Pty Ltd. Marlon 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. Marlon is a member of 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
2018
Bachelor of Commerce (Finance and Management)
Curtin University
2019
Diploma of Financial Planning
Monarch Institute
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2023
FPE020 SMSF Regulations and Taxation
Kaplan Higher Education Pty Limited
2024
Master of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
AAN WEALTH MANAGEMENT PTY LTD
AAN WEALTH MANAGEMENT PTY LTD
Source: ASIC Financial Advisers Register