Anna Maria Marczyk
Financial Adviser in Ashmore, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001244038
- Location
- Ashmore QLD 4214
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 26 September 2025
- First provided advice
- 2016
- Qualifications
- Master of Professional Accounting, Central Queensland University (2010); Diploma of Financial Planning, Kaplan Professional (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Graduate Diploma of Financial Planning, Kaplan Professional (2023)
- Memberships
- 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Anna Maria Marczyk
Anna Maria Marczyk is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Ashmore, Queensland (adviser number 001244038).
The licensee Anna advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 26 September 2025.
According to the register, Anna first provided financial advice in 2016. The qualifications listed for Anna include Master of Professional Accounting (Central Queensland University, 2010), Diploma of Financial Planning (Kaplan Professional, 2014) and Ethics and Professionalism in Financial Advice (Kaplan Professional, 2019). Anna is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF).”
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Questions people ask
Is Anna Maria Marczyk a registered financial adviser?
Yes. Anna Maria Marczyk is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001244038.
Which licensee does Anna Maria Marczyk work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Anna Maria Marczyk 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)."