ANDREW DAVID MARSH
Financial Adviser · Parkside, SA
📚 Qualifications & Training
2009 - Bachelor of Commerce - - University of South Australia
2009 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of South Australia
2010 - Graduate Diploma of Chartered Accountancy - Graduate Diploma (AQF 8) - Institute of Chartered Accountants
2013 - Chartered Tax Advisor - - Tax Institute of Australia
2013 - Graduate Diploma in Financial Planning - - Kaplan Professional
2013 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Kaplan Professional
2014 - Certificate of Public Practice - - Institute of Chartered Accountant (Australia & New Zealand)
2017 - Certified Financial Planner Program - Professional Designations - Financial Planning Association of Australia
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
Financial Advice Association of Australia (FAAA)
Tax Institute of Australia
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.