Marcus Christopher Gridley
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000468818
- Location
- Melbourne VIC 3000
- Licensee
- Aware Financial Services Australia Limited (AFSL 238430)
- Authorised since
- 21 November 2022
- First provided advice
- 2004
- Qualifications
- LBL Intro to Commercial Law, Swinburne University of Technology (1999); Bachelor of Business in Tourism and Enterprise Management, Swinburne University of Technology (2002); Diploma of Financial Services (Financial Planning), ThreeSixty (2003); Advanced Diploma of Financial Services (Financial Planning), ThreeSixty (2005); Certified Financial Planner, Financial Planning Association of Australia Limited (2012); Accredited Aged Care Professional, Aged Care Steps (2018); FPC002B Ethics and Professionalism in Financial Advice, Kaplan Professional (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
- Restriction
- Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
- Tax (financial) advice
- Yes
- Register status
- Current
About Marcus Christopher Gridley
Marcus Christopher Gridley is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Melbourne, Victoria (adviser number 000468818).
Marcus provides advice as an authorised representative of Aware Financial Services Australia Limited, which holds Australian financial services licence 238430. The current authorisation started on 21 November 2022.
The register records 2004 as the year Marcus first provided financial advice. Qualifications and training on file include LBL Intro to Commercial Law (Swinburne University of Technology, 1999), Bachelor of Business in Tourism and Enterprise Management (Swinburne University of Technology, 2002) and Diploma of Financial Services (Financial Planning) (ThreeSixty, 2003). Marcus 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 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.”
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Questions people ask
Is Marcus Christopher Gridley a registered financial adviser?
Yes. Marcus Christopher Gridley is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000468818.
Which licensee does Marcus Christopher Gridley work under?
Aware Financial Services Australia Limited, Australian financial services licence 238430.
What can Marcus Christopher Gridley 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. It also records this restriction: "Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list."