MARC GRATWICK
Financial Adviser · Brisbane City, QLD
📚 Qualifications & Training
1996 - Bachelor of Commerce (Economics) - Bachelor Degree (AQF 7) - Griffith University
2001 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia Limited (FAAA)
2001 - Certified Financial Planner (CFP) - Professional Designations - Financial Advice Association Australia (FAAA)
2010 - Margin Lending and Geared Investments - Other - Kaplan Professional
2015 - Cavendish & ICFS Specialist SMSF Course - Other - The University of Adelaide
🏢 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.