Gary Christopher Marsh – Financial Adviser

Adviser identifying number: 232472
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003

Name of the licence holder: RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Licence number: 238282
Licensee’s ABN: 22009176354
Licence controlled by: BIRDS HOLDINGS PTY LTD

The date the Financial Adviser commenced the appointment: 16/07/2013
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: RSM FINANCIAL SERVICES AUSTRALIA PTY LTD
Authorised Representative identifying number: 238282
Authorised Representative’s ABN: 22009176354

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:

  • Bachelor of Business (Economics) – University of Southern Queensland
  • Certified Financial Planner – Financial Planning Association of Australia
  • Graduate Diploma of Financial Planning – Securities Institute of Australia
  • Masters of Accounting – Macquarie University
  • Masters of Business Administration – Macquarie Graduate School of Management

Relevant memberships of professional bodies or industry associations:

  • CPA Australia (CPA)
  • FINSIA
  • Financial Planning Association of Australia (FPA)

Gary Christopher 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