GLEN DAVID MARSHALL

Financial Adviser · Newstead, QLD

Registered

Registration Number

000309455

Registration Status

Registered

Location

Newstead, QLD 4006

Providing Advice Since

2005

Registration Date

18/12/2014

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2005 - Bachelor of Business (Accountancy) - Bachelor Degree (AQF 7) - Queensland University of Technology
2008 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Financial Services Institute of Australia (FINSIA)
2018 - Accredited Listed Product Adviser (ASX ALPA) Program - Other - Kaplan Higher Education Pty Limited

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.