Financial Adviser
· EAST PERTH, WA
Marion Bernadette Deegan
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000253454
Marion Bernadette Deegan is a financial adviser based in East Perth, Western Australia, with 29 years of experience in the financial services industry. Marion is currently authorised under Efg Advice Australia Pty Ltd. Marion 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 Certified Financial Planner from FPA. Marion 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
Authorised to provide tax financial advice services
Qualifications and Training
1998
8 unit Diploma of Financial Planning
Deakin University
1999
Bachelor of Commerce (Accounting)
Curtin University
1999
Certified Financial Planner
FPA
2010
Self Managed Superannuation Fund
Financial Essentials
2011
Margin Lending and Geared Investments
Kaplan Professional
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education