Marcus Bond – Financial Adviser
Adviser identifying number: 1245571
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2016
Name of the licence holder: THE SMSF EXPERT PTY LTD
Licence number: 445113
Licensee’s ABN: 17155686356
Licence controlled by:
The date the Financial Adviser commenced the appointment: 25/07/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: THE SMSF EXPERT PTY LTD
Authorised Representative identifying number: 445113
Authorised Representative’s ABN: 17155686356
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:
- Grad Certificate in Financial Planning – Finsia
- SMSF Specialisation Course – UNSW
Relevant memberships of professional bodies or industry associations: Chartered Accountants Australia and New Zealand (CA)
Marcus Bond is authorised to provide advices on following products:
- Superannuation / Self-Managed Superannuation Fund
- Class of Product Advice – Superannuation