Andrew David Marsh
Financial Adviser in Parkside, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001001686
- Location
- Parkside SA 5063
- Licensee
- 360PRIVATE Pty Limited (AFSL 458669)
- Authorised since
- 28 July 2014
- First provided advice
- 2014
- Qualifications
- Bachelor of Commerce, University of South Australia (2009); Graduate Diploma of Chartered Accountancy, Institute of Chartered Accountants (2010); Chartered Tax Advisor, Tax Institute of Australia (2013); Graduate Diploma in Financial Planning, Kaplan Professional (2013); Certificate of Public Practice, Institute of Chartered Accountant (Australia & New Zealand) (2014); Certified Financial Planner Program, Financial Planning Association of Australia (2017)
- Memberships
- Chartered Accountants Australia and New Zealand (CA ANZ); Financial Advice Association of Australia (FAAA); Tax Institute of Australia
- 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 Andrew David Marsh
On the Financial Advisers Register kept by ASIC, Andrew David Marsh appears as a current financial adviser in Parkside, South Australia, adviser number 001001686.
Andrew provides advice as an authorised representative of 360PRIVATE Pty Limited, which holds Australian financial services licence 458669. The current authorisation started on 28 July 2014.
The register records 2014 as the year Andrew first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of South Australia, 2009), Graduate Diploma of Chartered Accountancy (Institute of Chartered Accountants, 2010) and Chartered Tax Advisor (Tax Institute of Australia, 2013). Professional memberships recorded: Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Tax Institute of Australia.
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 Andrew David Marsh a registered financial adviser?
Yes. Andrew David Marsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001001686.
Which licensee does Andrew David Marsh work under?
360PRIVATE Pty Limited, Australian financial services licence 458669.
What can Andrew David 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.