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