MARCUS ISAAC LEGGAT
Financial Adviser · Rockhampton, QLD
📚 Qualifications & Training
2004 - Diploma of Financial Services (Financial Planning) - - AMP Financial Services
2007 - Graduate Certificate in Financial Planning - - University of the Sunshine Coast
2010 - Margin Lending and Geared Investments - - Kaplan Professional
2010 - Master in Financial Planning - - University of the Sunshine Coast
2015 - Self-Managed Superannuation Funds - - Kaplan Professional
🏢 Professional Memberships
SMSF Association
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.