Adam John Marjoribanks
Financial Adviser in East Toowoomba, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000318824
- Location
- East Toowoomba QLD 4350
- Licensee
- Count Financial Limited (AFSL 227232)
- Authorised since
- 22 October 2007
- First provided advice
- 1997
- Qualifications
- Advanced Investment Planning, The Australian Institute of Financial Studies (2002); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional (2008); Margin Lending and Geared Investments, Kaplan Professional (2010); Graduate Diploma of Financial Planning, Kaplan Higher Education (2024)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Adam John Marjoribanks
On the Financial Advisers Register kept by ASIC, Adam John Marjoribanks appears as a current financial adviser in East Toowoomba, Queensland, adviser number 000318824.
The licensee Adam advises under is Count Financial Limited (AFS licence 227232). The current authorisation started on 22 October 2007.
According to the register, Adam first provided financial advice in 1997. Qualifications and training on file include Advanced Investment Planning (The Australian Institute of Financial Studies, 2002), Advanced Diploma of Financial Services (Financial Planning) (Kaplan Professional, 2008) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Adam is recorded as a member of Chartered Accountants Australia and New Zealand (CA ANZ) and Financial Advice Association of Australia (FAAA).
Adam is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Adam John Marjoribanks a registered financial adviser?
Yes. Adam John Marjoribanks is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000318824.
Which licensee does Adam John Marjoribanks work under?
Count Financial Limited, Australian financial services licence 227232.
What can Adam John Marjoribanks give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.