KEITH DESMOND MARSHALL

Financial Adviser ยท Pullenvale, QLD

Registered

Registration Number

000288057

Registration Status

Registered

Location

Pullenvale, QLD 4069

Providing Advice Since

2005

Registration Date

29/11/2013

Financial Services Licensee

AUSTRALIAN MORTGAGE AND FINANCIAL ADVISERS PTY LTD

Licence #000389206

๐Ÿ“š Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - - Mentor Eductation
2012 - Diploma of Financial Services (Finance/Mortgage Broking Management) - - Intellitrain
2014 - Advanced Diploma of Financial Services (Financial Planning) - - Mentor Education
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional

๐Ÿข Professional Memberships

Mortgage and Finance Association of Australia (MFAA)

โ„น๏ธ 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.