Marion Gaertner
Financial Adviser in Mawson Lakes, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000323378
- Location
- Mawson Lakes SA 5095
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 4 May 2026
- First provided advice
- 2008
- Qualifications
- Bachelor of Arts (with Second Class Honours in German Language and Literature), The University of Adelaide (1980); Diploma in Education, The University of Adelaide (1981); Diploma of Financial Services (Financial Planning), Kaplan Education Pty Ltd (2008); Diploma of Financial Services (Finance/Mortgage Broking Management), Intellitrain (2012); Master of Business Administration (Entrepreneurial Management), Australian Institute of Business (2019)
- Memberships
- Finance Brokers Association of Australia; 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
- Restriction
- The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)
- Tax (financial) advice
- Yes
- Register status
- Current
About Marion Gaertner
Marion Gaertner is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Mawson Lakes, South Australia (adviser number 000323378).
The licensee Marion advises under is Lifespan Financial Planning Pty Ltd (AFS licence 229892). That authorisation dates from 4 May 2026.
According to the register, Marion first provided financial advice in 2008. Qualifications and training on file include Bachelor of Arts (with Second Class Honours in German Language and Literature) (The University of Adelaide, 1980), Diploma in Education (The University of Adelaide, 1981) and Diploma of Financial Services (Financial Planning) (Kaplan Education Pty Ltd, 2008). Marion is recorded as a member of Finance Brokers Association of Australia and Financial Advice Association of Australia (FAAA).
Marion 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.
The register adds a condition to this authorisation: “The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF).”
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Questions people ask
Is Marion Gaertner a registered financial adviser?
Yes. Marion Gaertner is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000323378.
Which licensee does Marion Gaertner work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Marion Gaertner 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. It also records this restriction: "The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)."