Paul William Andrew Marshall
Financial Adviser in Deniliquin, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000247545
- Location
- Deniliquin NSW 2710
- Licensee
- Lifespan Financial Planning Pty Ltd (AFSL 229892)
- Authorised since
- 27 November 2020
- First provided advice
- 2003
- Qualifications
- Bachelor of Business (Accounting), Charles Sturt University (1997)
- 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 Paul William Andrew Marshall
On the Financial Advisers Register kept by ASIC, Paul William Andrew Marshall appears as a current financial adviser in Deniliquin, New South Wales, adviser number 000247545.
Paul provides advice as an authorised representative of Lifespan Financial Planning Pty Ltd, which holds Australian financial services licence 229892. That authorisation dates from 27 November 2020.
According to the register, Paul first provided financial advice in 2003. The qualifications listed for Paul include Bachelor of Business (Accounting) (Charles Sturt University, 1997). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
Paul 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 Paul William Andrew Marshall a registered financial adviser?
Yes. Paul William Andrew Marshall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000247545.
Which licensee does Paul William Andrew Marshall work under?
Lifespan Financial Planning Pty Ltd, Australian financial services licence 229892.
What can Paul William Andrew Marshall 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.