Marc Gratwick
Financial Adviser in Brisbane City, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007327
- Location
- Brisbane City QLD 4000
- Licensee
- PSK Advisory Services Pty Ltd (AFSL 234656)
- Authorised since
- 30 June 2013
- First provided advice
- 1998
- Qualifications
- Bachelor of Commerce (Economics), Griffith University (1996); 8 unit Diploma of Financial Planning, Financial Advice Association of Australia Limited (FAAA) (2001); Certified Financial Planner (CFP), Financial Advice Association Australia (FAAA) (2001); Margin Lending and Geared Investments, Kaplan Professional (2010); Cavendish & ICFS Specialist SMSF Course, The University of Adelaide (2015)
- 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, standard margin lending
- 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 Marc Gratwick
Marc Gratwick is a financial adviser in Brisbane City, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 001007327.
The licensee Marc advises under is PSK Advisory Services Pty Ltd (AFS licence 234656). That authorisation dates from 30 June 2013.
According to the register, Marc first provided financial advice in 1998. The qualifications listed for Marc include Bachelor of Commerce (Economics) (Griffith University, 1996), 8 unit Diploma of Financial Planning (Financial Advice Association of Australia Limited (FAAA), 2001) and Certified Financial Planner (CFP) (Financial Advice Association Australia (FAAA), 2001). Marc is recorded as a member of 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 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “One off licensee approval is required for all products which are either not on the approved product list or Derivatives.”
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Questions people ask
Is Marc Gratwick a registered financial adviser?
Yes. Marc Gratwick is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007327.
Which licensee does Marc Gratwick work under?
PSK Advisory Services Pty Ltd, Australian financial services licence 234656.
What can Marc Gratwick 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; standard margin lending. 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."