Alan Geoffrey Marsh – Financial Adviser
Adviser identifying number: 444137
Status: Current
Adviser’s ABN: 24865178942
The year the Financial Adviser first provided advice: 1984
Name of the licence holder: DOVER FINANCIAL ADVISERS PTY LTD
Licence number: 307248
Licensee’s ABN: 87112139321
Licence controlled by: TERRY MCMASTER
The date the Financial Adviser commenced the appointment: 05/10/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: DOVER FINANCIAL ADVISERS PTY LTD
Authorised Representative identifying number: 307248
Authorised Representative’s ABN: 87112139321
Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:
Address:
Contact phone number:
Working hours:
Relevant qualifications and training:
- Advanced Diploma of Financial Planning – International Institute of Technology
- Australian Certified Investment Planner (with distinction) – Australian Investment Planners’ Association
- Diploma of Financial Planning – International Institute of Technology
- Principles in Self Managed Superannuation Funds – International Institute of Technology
- Principles of Advanced Taxation Planning – International Institute of Technology
Relevant memberships of professional bodies or industry associations:
- Association of Financial Advisers (AFA)
- Australian Institute of Management
Alan Geoffrey Marsh is authorised to provide advices on following products:
- Deposit and Payment Products / Non-basic Deposit Products
- Government Debentures, Stocks or Bonds
- Life Products / Investment Life Insurance Products
- Life Products / Life Risk Insurance Products
- Managed Investment Schemes / Managed Investment Schemes, including IDPS
- Retirement Savings Account Products
- Securities
- Superannuation
- Margin Lending Facility / Standard Margin Lending Facility