RICHARD MARSDEN

Financial Adviser · Sydney, NSW

Registered

Registration Number

001236847

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

1995

Registration Date

05/03/2025

Financial Services Licensee

ALLIANCE WEALTH PTY LTD

Licence #000449221

📚 Qualifications & Training

1987 - Bachelor of Arts (Hons) - Bachelor Honours Degree (AQF 8) - The University of Queensland
1995 - Graduate Diploma of Applied Finance and Investment - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
1997 - 8 unit Diploma of Financial Planning - Advanced Diploma (AQF 6) - Financial Advice Association of Australia
2020 - FPC002B Ethics and Professionalism - Bridging Course - Ethics - Kaplan Higher Education
2025 - SuperConcepts Specialist SMSF Online Course - Other - The University of Adelaide

🏢 Professional Memberships

Fellow of the Financial Services Institute of Australia
Financial Advice Association of Australia (FAAA)

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.