Matthew James Marsh
Financial Adviser in Tamworth, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001234448
- Location
- Tamworth NSW 2340
- Licensee
- Principle Financial Group Pty Ltd (AFSL 516203)
- Authorised since
- 2 September 2019
- First provided advice
- 2014
- Qualifications
- Diploma of Commerce, University of New England (2010); Graduate Certificate in Financial Services, University of New England (2014); Self Managed Superannuation Funds, Kaplan Professional Education (2014); Accredited Aged Care Professional, Aged Care Steps (2018); Master of Financial Services, University of New England (2018)
- 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 Matthew James Marsh
On the Financial Advisers Register kept by ASIC, Matthew James Marsh appears as a current financial adviser in Tamworth, New South Wales, adviser number 001234448.
The licensee Matthew advises under is Principle Financial Group Pty Ltd (AFS licence 516203). The current authorisation started on 2 September 2019.
According to the register, Matthew first provided financial advice in 2014. Qualifications and training on file include Diploma of Commerce (University of New England, 2010), Graduate Certificate in Financial Services (University of New England, 2014) and Self Managed Superannuation Funds (Kaplan Professional Education, 2014). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Matthew 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 Matthew James Marsh a registered financial adviser?
Yes. Matthew James Marsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001234448.
Which licensee does Matthew James Marsh work under?
Principle Financial Group Pty Ltd, Australian financial services licence 516203.
What can Matthew James Marsh 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.