Alan Geoffrey Marsh
Financial Adviser in Abbotsford, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000444137
- Location
- Abbotsford NSW 2046
- Licensee
- Avalonfs Pty Ltd (AFSL 437518)
- Authorised since
- 18 June 2018
- First provided advice
- 1984
- Qualifications
- Australian Certified Investment Planner (with distinction), Australian Investment Planners' Association (1986); Principles in Self Managed Superannuation Funds, International Institute of Technology (2014); Principles of Advanced Taxation Planning, International Institute of Technology (2014); Advanced Diploma of Financial Planning, International Institute of Technology (2015); Financial Planning, SGSM (WSU) (2021)
- Memberships
- Financial Advice Association of Australia (FAAA); Institute of Managers and Leaders
- 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 Alan Geoffrey Marsh
Alan Geoffrey Marsh is a financial adviser in Abbotsford, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000444137.
Alan provides advice as an authorised representative of Avalonfs Pty Ltd, which holds Australian financial services licence 437518. The current authorisation started on 18 June 2018.
The register records 1984 as the year Alan first provided financial advice. Qualifications and training on file include Australian Certified Investment Planner (with distinction) (Australian Investment Planners’ Association, 1986), Principles in Self Managed Superannuation Funds (International Institute of Technology, 2014) and Principles of Advanced Taxation Planning (International Institute of Technology, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA) and Institute of Managers and Leaders.
The authorisation covers advice 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 Alan Geoffrey Marsh a registered financial adviser?
Yes. Alan Geoffrey Marsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000444137.
Which licensee does Alan Geoffrey Marsh work under?
Avalonfs Pty Ltd, Australian financial services licence 437518.
What can Alan Geoffrey Marsh 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.