Marguerite Arendtsz
Financial Adviser in Melbourne, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000250840
- Location
- Melbourne VIC 3000
- Licensee
- Finwealth Pty Ltd (AFSL 504485)
- Authorised since
- 23 April 2018
- First provided advice
- 1996
- Qualifications
- Diploma of Financial Planning (DFP 1-8), FPA (1996); Self Managed Super Funds accreditation, Integratec (2003); ASX Accredited Listed Products Adviser (ALPA) Program, Kaplan (2009); Master of Business (Banking and Finance), Monash University (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, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Marguerite Arendtsz
On the Financial Advisers Register kept by ASIC, Marguerite Arendtsz appears as a current financial adviser in Melbourne, Victoria, adviser number 000250840.
Marguerite provides advice as an authorised representative of Finwealth Pty Ltd, which holds Australian financial services licence 504485. That authorisation dates from 23 April 2018.
The register records 1996 as the year Marguerite first provided financial advice. The qualifications listed for Marguerite include Diploma of Financial Planning (DFP 1-8) (FPA, 1996), Self Managed Super Funds accreditation (Integratec, 2003) and ASX Accredited Listed Products Adviser (ALPA) Program (Kaplan, 2009). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Marguerite is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Marguerite Arendtsz a registered financial adviser?
Yes. Marguerite Arendtsz is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000250840.
Which licensee does Marguerite Arendtsz work under?
Finwealth Pty Ltd, Australian financial services licence 504485.
What can Marguerite Arendtsz 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.