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