MARLON FRESHER

Financial Adviser ยท Brisbane City, QLD

Registered

Registration Number

001301408

Registration Status

Registered

Location

Brisbane City, QLD 4000

Providing Advice Since

2023

Registration Date

13/07/2023

Financial Services Licensee

AAN WEALTH MANAGEMENT PTY LTD

Licence #000517548

๐Ÿ“š Qualifications & Training

2018 - Bachelor of Commerce (Finance and Management) - Bachelor Degree (AQF 7) - Curtin University
2019 - Diploma of Financial Planning - Diploma (AQF 5) - Monarch Institute
2022 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2023 - FPE020 SMSF Regulations and Taxation - Other - Kaplan Higher Education Pty Limited
2024 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited

๐Ÿข Professional Memberships

SMSF Association

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.