James David Marsh
Financial Adviser in Mornington, Victoria, Australia
Review James David Marsh
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 number001008841
- Location
- Mornington VIC 3931
- Licensee
- Ri Advice Group Pty Ltd (AFSL 238429)
- Authorised since
- 25 July 2019
- First provided advice
- 2011
- Qualifications
- Diploma of Financial Services, Mentor Education (2008); Advanced Diploma Financial Services, Mentor Education (2014); Fellow Chartered Financial Practitioner, Association of Financial Advisers (2017); Graduate Diploma of Financial Planning, Kaplan Higher Education Pty Limited (2024)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Restriction
- Securities: Class of product only.
- Tax (financial) advice
- Yes
- Register status
- Current
About James David Marsh
On the Financial Advisers Register kept by ASIC, James David Marsh appears as a current financial adviser in Mornington, Victoria, adviser number 001008841.
The licensee James advises under is Ri Advice Group Pty Ltd (AFS licence 238429). That authorisation dates from 25 July 2019.
According to the register, James first provided financial advice in 2011. The qualifications listed for James include Diploma of Financial Services (Mentor Education, 2008), Advanced Diploma Financial Services (Mentor Education, 2014) and Fellow Chartered Financial Practitioner (Association of Financial Advisers, 2017). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
James is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Securities: Class of product only.”
Reviews
Nobody has reviewed James David Marsh here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is James David Marsh a registered financial adviser?
Yes. James David Marsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001008841.
Which licensee does James David Marsh work under?
Ri Advice Group Pty Ltd, Australian financial services licence 238429.
What can James 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; retirement savings accounts. It also records this restriction: "Securities: Class of product only."