MARC DOUGLASS BANVILL

Financial Adviser ยท Kelvin Grove, QLD

Registered

Registration Number

000270385

Registration Status

Registered

Location

Kelvin Grove, QLD 4059

Providing Advice Since

2001

Registration Date

11/12/2018

Financial Services Licensee

SHARTRU WEALTH MANAGEMENT PTY LTD

Licence #000422409

๐Ÿ“š Qualifications & Training

2003 - Diploma of Financial Planning - - Financial Planning Association of Australia
2010 - Margin Lending and Geared Investments - - Kaplan Professional Education
2010 - Self Managed Superannuation Funds - - Kaplan Professional Education
2013 - ASX Accredited Listed Products Adviser - - Kaplan Professional Education

๐Ÿข Professional Memberships

Australian and New Zealand Institute of Insurance and Finance (ANZIIF)
Financial Advice Association of Australia (FAAA)

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.