Timothy James Marshall – Financial Adviser

Adviser identifying number: 238240
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 1981

Name of the licence holder: CLEARVIEW FINANCIAL ADVICE PTY LTD
Licence number: 331367
Licensee’s ABN: 89133593012
Licence controlled by: CLEARVIEW WEALTH LIMITED

The date the Financial Adviser commenced the appointment: 18/04/2017
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: CLEARVIEW FINANCIAL ADVICE PTY LTD
Authorised Representative identifying number: 331367
Authorised Representative’s ABN: 89133593012

Disciplinary actions start date against the Financial Adviser:
Disciplinary actions end date against the Financial Adviser:
Disciplinary action type:

Contact phone number:
Working hours:

Relevant qualifications and training:

  • Bachelor of Arts in Accounting – Canberra College of Advanced Education
  • Diploma of Financial Planning – Deakin University/ Financial Planning Association
  • Self Managed Superannuation Funds – Kaplan Professional Education

Relevant memberships of professional bodies or industry associations:

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

Timothy James Marshall is authorised to provide advices on following products:

  • Deposit and Payment Products / Non-basic Deposit Products
  • Derivatives
  • 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