ELISE MARIE MARCUS
Financial Adviser · Fortitude Valley, QLD
📚 Qualifications & Training
2017 - Bachelor of Business (Financial Planning) - Bachelor Degree (AQF 7) - RMIT University
2020 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
2022 - Specialist SMSF Course - Other - SuperConcepts & University of Adelaide
2026 - Certified Financial Planner (CFP) Education Program - Professional Designations - FAAA
🏢 Professional Memberships
Certified Financial Planner (CFP) of FAAA
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.