CHASE ANDREW MARSHALL

Financial Adviser · Lutwyche, QLD

Registered

Registration Number

001297624

Registration Status

Registered

Location

Lutwyche, QLD 4030

Providing Advice Since

2022

Registration Date

01/07/2022

Financial Services Licensee

KDM FINANCIAL AND ESTATE PLANNING PTY LTD

Licence #000516642

📚 Qualifications & Training

2021 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Griffith University
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

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.