Keith Desmond Marshall
Financial Adviser in Pullenvale, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000288057
- Location
- Pullenvale QLD 4069
- Licensee
- Australian Mortgage and Financial Advisers Pty Ltd (AFSL 389206)
- Authorised since
- 29 November 2013
- First provided advice
- 2005
- Qualifications
- Diploma of Financial Services (Financial Planning), Mentor Eductation (2006); Diploma of Financial Services (Finance/Mortgage Broking Management), Intellitrain (2012); Advanced Diploma of Financial Services (Financial Planning), Mentor Education (2014); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019)
- Memberships
- Mortgage and Finance Association of Australia (MFAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Keith Desmond Marshall
Keith Desmond Marshall is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Pullenvale, Queensland (adviser number 000288057).
Keith provides advice as an authorised representative of Australian Mortgage and Financial Advisers Pty Ltd, which holds Australian financial services licence 389206. The current authorisation started on 29 November 2013.
According to the register, Keith first provided financial advice in 2005. Qualifications and training on file include Diploma of Financial Services (Financial Planning) (Mentor Eductation, 2006), Diploma of Financial Services (Finance/Mortgage Broking Management) (Intellitrain, 2012) and Advanced Diploma of Financial Services (Financial Planning) (Mentor Education, 2014). Professional memberships recorded: Mortgage and Finance Association of Australia (MFAA).
The authorisation covers advice 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.
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Questions people ask
Is Keith Desmond Marshall a registered financial adviser?
Yes. Keith Desmond Marshall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000288057.
Which licensee does Keith Desmond Marshall work under?
Australian Mortgage and Financial Advisers Pty Ltd, Australian financial services licence 389206.
What can Keith Desmond 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; retirement savings accounts.