ALAN GEOFFREY MARSH
Financial Adviser · Abbotsford, NSW
📚 Qualifications & Training
1986 - Australian Certified Investment Planner (with distinction) - - Australian Investment Planners' Association
2014 - Principles in Self Managed Superannuation Funds - - International Institute of Technology
2014 - Principles of Advanced Taxation Planning - - International Institute of Technology
2015 - Advanced Diploma of Financial Planning - - International Institute of Technology
2021 - Financial Planning - Masters Degree (AQF 9) - SGSM (WSU)
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Institute of Managers and Leaders
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.