Marcus Ramsey McGuren
Financial Adviser in Perth, Western Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000310351
- Location
- Perth WA 6000
- Licensee
- LWM Financial Services Pty Ltd (AFSL 438603)
- Authorised since
- 27 January 2021
- First provided advice
- 1997
- Qualifications
- Bachelor of Business (Finance), Edith Cowan University (1995); Certified Financial Planner (CFP), Financial Planning Association (FPA) (1997); Diploma of Financial Planning (DFP 1-8), Financial Planning Association (FPA) (2000); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- 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, retirement savings accounts
- Tax (financial) advice
- Yes
- Register status
- Current
About Marcus Ramsey McGuren
Marcus Ramsey McGuren is a financial adviser in Perth, Western Australia, listed on the Financial Advisers Register kept by ASIC under adviser number 000310351.
Marcus provides advice as an authorised representative of LWM Financial Services Pty Ltd, which holds Australian financial services licence 438603. The current authorisation started on 27 January 2021.
The register records 1997 as the year Marcus first provided financial advice. The qualifications listed for Marcus include Bachelor of Business (Finance) (Edith Cowan University, 1995), Certified Financial Planner (CFP) (Financial Planning Association (FPA), 1997) and Diploma of Financial Planning (DFP 1-8) (Financial Planning Association (FPA), 2000). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Marcus is authorised to advise 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.
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Questions people ask
Is Marcus Ramsey McGuren a registered financial adviser?
Yes. Marcus Ramsey McGuren is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000310351.
Which licensee does Marcus Ramsey McGuren work under?
LWM Financial Services Pty Ltd, Australian financial services licence 438603.
What can Marcus Ramsey McGuren 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.