Neil William Marshall
Financial Adviser in Belmont, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001244428
- Location
- Belmont NSW 2281
- Licensee
- Politis Investment Strategies Pty Ltd (AFSL 253125)
- Authorised since
- 1 July 2016
- First provided advice
- 2016
- Qualifications
- Bachelor of Commerce, University of Newcastle NSW (1992); Diploma of Financial Planning, International Institute of Technology (2016); Principles in Self Managed Superannuation Funds, International Institute of Technology (2016); Advanced Diploma of Financial Planning, International Institute of Technology (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2020)
- Memberships
- CPA Australia (CPA)
- Advice areas
- superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products
- Restriction
- Financial product advice restricted as per Notice of Authorisation and Approved Product List issued
- Tax (financial) advice
- Yes
- Register status
- Current
About Neil William Marshall
Neil William Marshall is listed on ASIC’s Financial Advisers Register as a current financial adviser based in Belmont, New South Wales (adviser number 001244428).
The licensee Neil advises under is Politis Investment Strategies Pty Ltd (AFS licence 253125). The current authorisation started on 1 July 2016.
The register records 2016 as the year Neil first provided financial advice. Qualifications and training on file include Bachelor of Commerce (University of Newcastle NSW, 1992), Diploma of Financial Planning (International Institute of Technology, 2016) and Principles in Self Managed Superannuation Funds (International Institute of Technology, 2016). Neil is recorded as a member of CPA Australia (CPA).
The authorisation covers advice on superannuation, managed investment schemes, life risk insurance, life investment products and deposit and payment products. The register also shows that tax (financial) advice services can be provided.
A further restriction is recorded on the register: “Financial product advice restricted as per Notice of Authorisation and Approved Product List issued.”
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Questions people ask
Is Neil William Marshall a registered financial adviser?
Yes. Neil William Marshall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001244428.
Which licensee does Neil William Marshall work under?
Politis Investment Strategies Pty Ltd, Australian financial services licence 253125.
What can Neil William Marshall give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products. It also records this restriction: "Financial product advice restricted as per Notice of Authorisation and Approved Product List issued."