Glen David Marshall
Financial Adviser in Newstead, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000309455
- Location
- Newstead QLD 4006
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 18 December 2014
- First provided advice
- 2005
- Qualifications
- Bachelor of Business (Accountancy), Queensland University of Technology (2005); Graduate Diploma of Financial Planning, Financial Services Institute of Australia (FINSIA) (2008); Accredited Listed Product Adviser (ASX ALPA) Program, Kaplan Higher Education Pty Limited (2018)
- 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
- Restriction
- One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
- Tax (financial) advice
- Yes
- Register status
- Current
About Glen David Marshall
Glen David Marshall is a financial adviser in Newstead, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000309455.
Advice is given under the Australian financial services licence of Charter Financial Planning Limited, licence number 234665. That authorisation dates from 18 December 2014.
According to the register, Glen first provided financial advice in 2005. The qualifications listed for Glen include Bachelor of Business (Accountancy) (Queensland University of Technology, 2005), Graduate Diploma of Financial Planning (Financial Services Institute of Australia (FINSIA), 2008) and Accredited Listed Product Adviser (ASX ALPA) Program (Kaplan Higher Education Pty Limited, 2018).
Glen 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.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Glen David Marshall a registered financial adviser?
Yes. Glen David Marshall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000309455.
Which licensee does Glen David Marshall work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Glen David Marshall 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. It also records this restriction: "One off licensee approval is required for all products which are either not on the approved product list or Derivatives."