NEIL WILLIAM MARSHALL
Financial Adviser · Belmont, NSW
📚 Qualifications & Training
1992 - Bachelor of Commerce - Bachelor Degree (AQF 7) - University of Newcastle NSW
2016 - Diploma of Financial Planning - Other - International Institute of Technology
2016 - Principles in Self Managed Superannuation Funds - Other - International Institute of Technology
2018 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - International Institute of Technology
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
CPA Australia (CPA)
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.