Richard Marsh
Financial Adviser in Barangaroo, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001004645
- Location
- Barangaroo NSW 2000
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 1 July 2019
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce (Management and Marketing), University of Wollongong (2001); Margin Lending and Geared Investments, Kaplan Professional (2010); Self Managed Superannuation Funds Course, Kaplan Professional (2012); Advanced Diploma of Financial Planning, Kaplan Professional (2015); Certified Financial Planner (CFP) Certification Program (5 units), FPA Australia (2022)
- Memberships
- Certified Financial Planning (CFP) of FAAA
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Richard Marsh
Richard Marsh is a financial adviser in Barangaroo, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001004645.
The licensee Richard advises under is Alliance Wealth Pty Ltd (AFS licence 449221). The current authorisation started on 1 July 2019.
The register records 2007 as the year Richard first provided financial advice. The qualifications listed for Richard include Bachelor of Commerce (Management and Marketing) (University of Wollongong, 2001), Margin Lending and Geared Investments (Kaplan Professional, 2010) and Self Managed Superannuation Funds Course (Kaplan Professional, 2012). Professional memberships recorded: Certified Financial Planning (CFP) of FAAA.
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and retirement savings accounts, among 7 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Richard Marsh a registered financial adviser?
Yes. Richard Marsh is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001004645.
Which licensee does Richard Marsh work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Richard Marsh give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; retirement savings accounts; standard margin lending.