GEORGE MARSHALL
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2008 - Bachelor of Education - Bachelor Degree (AQF 7) - Griffith University
2018 - Master of Business (Applied Finance) - Masters Degree (AQF 9) - Queensland University of Technology
2021 - Financial Adviser Exam - Other - ASIC
2021 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - KAPLAN
2024 - Accredited Derivatives Adviser Level 1 - Other - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (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.