James Bernard Marshall
Financial Adviser in Brisbane, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001244040
- Location
- Brisbane QLD 4000
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 1 July 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Business, Queensland University of Technology (2010); Margin Lending Accreditation, Financial Essentials (2011); Master of Applied Finance, Charles Stuart University (2014); Certified Financial Planner, FPA (2017); FPC002B-Ethics and Professionalism in Financial Advice, Kaplan Higher Education (2019)
- 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, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About James Bernard Marshall
James Bernard Marshall is a financial adviser in Brisbane, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001244040.
Advice is given under the Australian financial services licence of Fortnum Private Wealth Ltd, licence number 357306. The current authorisation started on 1 July 2016.
According to the register, James first provided financial advice in 2016. Qualifications and training on file include Bachelor of Business (Queensland University of Technology, 2010), Margin Lending Accreditation (Financial Essentials, 2011) and Master of Applied Finance (Charles Stuart University, 2014). Professional memberships recorded: 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 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is James Bernard Marshall a registered financial adviser?
Yes. James Bernard Marshall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001244040.
Which licensee does James Bernard Marshall work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can James Bernard 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; derivatives.