Philip Kelvin Marsh – Financial Adviser
Adviser identifying number: 344896
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2006
Name of the licence holder: AUSTRALIAN ADVICE GROUP PTY LTD
Licence number: 484478
Licensee’s ABN:
Licence controlled by: Philip Kelvin MARSH
The date the Financial Adviser commenced the appointment: 30/05/2016
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: SWAMPY’S FINANCIAL PLANNING PTY LTD
Authorised Representative identifying number: 1242367
Authorised Representative’s ABN: 77606903584
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 Servies (FP) – Tribeca
- Certificate IV in Financial Services (Finance/Mortgage Broking) – The National Finance Institute
- Certified Financial Planner – Financial Planning Association of Australia
- Diploma of Financial Services (FP) – Tribeca
- Tax (financial) adviser – Tax Practioners Board
Relevant memberships of professional bodies or industry associations: Financial Planning Association of Australia (FPA)
Philip Kelvin Marsh is authorised to provide advices on following 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
- Superannuation