Daniel Robert Marshall – Financial Adviser
Adviser identifying number: 411247
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2011
Name of the licence holder: INSIGHT INVESTMENT SERVICES PTY LTD
Licence number: 309996
Licensee’s ABN: 22122230835
Licence controlled by: HIGHFIELD GROUP PTY LTD
The date the Financial Adviser commenced the appointment: 12/09/2011
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: INSIGHT INVESTMENT SERVICES PTY LTD
Authorised Representative identifying number: 309996
Authorised Representative’s ABN: 22122230835
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:
- ASX Accredited Listed Products Adviser – Kaplan Professional
- Advanced Diploma of Financial Services – Kaplan Professional Education
- Bachelor of Business – Griffith University
- Margin Lending and Geared Investments – Kaplan Professional
Relevant memberships of professional bodies or industry associations:
Daniel Robert Marshall 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