Ian David Marsland
Financial Adviser in Eastwood, South Australia, Australia
Review Ian David Marsland
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000340784
- Location
- Eastwood SA 5063
- Licensee
- Charter Financial Planning Limited (AFSL 234665)
- Authorised since
- 6 June 2012
- First provided advice
- 2009
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (FPA) (2002); FPC001B Economic & Legal Context for Financial Planning, Kaplan Higher Education Pty Limited (2022); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Higher Education Pty Limited (2022)
- 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, derivatives
- 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 Ian David Marsland
Ian David Marsland is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Eastwood, South Australia (adviser number 000340784).
Ian provides advice as an authorised representative of Charter Financial Planning Limited, which holds Australian financial services licence 234665. The current authorisation started on 6 June 2012.
The register records 2009 as the year Ian first provided financial advice. The qualifications listed for Ian include Diploma of Financial Planning (Financial Planning Association of Australia (FPA), 2002), FPC001B Economic & Legal Context for Financial Planning (Kaplan Higher Education Pty Limited, 2022) and FPC002B Ethics and Professionalism in Financial Advice (Kaplan Higher Education Pty Limited, 2022).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
Reviews
Nobody has reviewed Ian David Marsland here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Ian David Marsland a registered financial adviser?
Yes. Ian David Marsland is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000340784.
Which licensee does Ian David Marsland work under?
Charter Financial Planning Limited, Australian financial services licence 234665.
What can Ian David Marsland 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; derivatives. 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."