Ross William Marshall
Financial Adviser in Ransome, Queensland, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000336997
- Location
- Ransome QLD 4154
- Licensee
- Alliance Wealth Pty Ltd (AFSL 449221)
- Authorised since
- 21 December 2018
- First provided advice
- 2007
- Qualifications
- Bachelor of Commerce, Griffith University (2007); Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2007); Margin Lending and Geared Investments, Kaplan Professional (2010); Advanced Diploma of Financial Services (Financial Planning), Kaplan Professional Education (2011)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Ross William Marshall
Ross William Marshall is a financial adviser in Ransome, Queensland, listed on the Financial Advisers Register kept by ASIC under adviser number 000336997.
Ross provides advice as an authorised representative of Alliance Wealth Pty Ltd, which holds Australian financial services licence 449221. That authorisation dates from 21 December 2018.
The register records 2007 as the year Ross first provided financial advice. The qualifications listed for Ross include Bachelor of Commerce (Griffith University, 2007), Diploma of Financial Services (Financial Planning) (Kaplan Professional Education, 2007) and Margin Lending and Geared Investments (Kaplan Professional, 2010).
Ross is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and government debentures, stocks and bonds, 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 Ross William Marshall a registered financial adviser?
Yes. Ross William Marshall is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000336997.
Which licensee does Ross William Marshall work under?
Alliance Wealth Pty Ltd, Australian financial services licence 449221.
What can Ross William Marshall give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.