BENJAMIN DENIS MARSHALL
Financial Adviser · Essendon North, VIC
📚 Qualifications & Training
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca Learning
2008 - Tier 1 Specialist Knowledge: Securities - Certificate (AQF 1-4) - Financial Services Institute of Australia (FINSIA)
2009 - Master of Financial Planning - Masters Degree (AQF 9) - Royal Melbourne Institute of Technology
2017 - Margin Lending - Personal Advice - Certificate (AQF 1-4) - Kaplan Professional
2021 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
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.