TAMMY ZENA MARSHMAN
Financial Adviser · Frenchs Forest, NSW
📚 Qualifications & Training
2005 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan Professional
2006 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2006 - Self Managed Superannuation Funds - Other - Kaplan Professional
2008 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia
2022 - Accredited Aged Care Professional & Aged Care Specialist - Professional Designations - Aged Care Steps & Financial Planning Association of Australia (FPA)
2025 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
🏢 Professional Memberships
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.