Marc Douglass Banvill
Financial Adviser in Kelvin Grove, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000270385
- Location
- Kelvin Grove QLD 4059
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 11 December 2018
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Planning, Financial Planning Association of Australia (2003); Margin Lending and Geared Investments, Kaplan Professional Education (2010); Self Managed Superannuation Funds, Kaplan Professional Education (2010); ASX Accredited Listed Products Adviser, Kaplan Professional Education (2013)
- Memberships
- Australian and New Zealand Institute of Insurance and Finance (ANZIIF); 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 Marc Douglass Banvill
Marc Douglass Banvill is a financial adviser in Kelvin Grove, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000270385.
Marc provides advice as an authorised representative of Shartru Wealth Management Pty Ltd, which holds Australian financial services licence 422409. The current authorisation started on 11 December 2018.
The register records 2001 as the year Marc first provided financial advice. The qualifications listed for Marc include Diploma of Financial Planning (Financial Planning Association of Australia, 2003), Margin Lending and Geared Investments (Kaplan Professional Education, 2010) and Self Managed Superannuation Funds (Kaplan Professional Education, 2010). Marc is recorded as a member of Australian and New Zealand Institute of Insurance and Finance (ANZIIF) and 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 Marc Douglass Banvill a registered financial adviser?
Yes. Marc Douglass Banvill is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000270385.
Which licensee does Marc Douglass Banvill work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Marc Douglass Banvill 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.