NOEL ROBERT MARSHALL
Financial Adviser · Clayton, VIC
📚 Qualifications & Training
2004 - Diploma of Financial Services (Financial Planning) - - Tribeca
2010 - ADFS 1 Taxation Planning - - Mentor Education Group
2010 - ADFS 3 Advanced Investment Planning - - Mentor Education Group
2010 - Margin Lending and Geared Investments - - Kaplan
2011 - ADFS 2 Estate Planning - - Kaplan
🏢 Professional Memberships
Finance Brokers Association of Australia
Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
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.