MARCUS PARKINSON
Financial Adviser Ā· Subiaco, WA
š Qualifications & Training
2008 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Otago
2013 - Certified Practising Accountant - Professional Designations - CPA Australia
2018 - Chartered Tax Adviser - Professional Designations - The Tax Institute
2025 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2025 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
CPA Australia (CPA)
CPA Australia (CPA)
The Tax Institute
The Tax Institute
ā¹ļø 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.