Tony William Marshall – Financial Adviser
Adviser identifying number: 238880
Status: Current
Adviser’s ABN:
The year the Financial Adviser first provided advice: 2003
Name of the licence holder: QUILL GROUP FINANCIAL PLANNERS PTY LTD
Licence number: 300810
Licensee’s ABN: 52119252238
Licence controlled by: QUILL GROUP HOLDINGS PTY LTD
The date the Financial Adviser commenced the appointment: 01/09/2006
The date the Financial Adviser ceased the appointment:
Name of the Authorised Representative: QUILL GROUP FINANCIAL PLANNERS PTY LTD
Authorised Representative identifying number: 300810
Authorised Representative’s ABN: 52119252238
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 Planning – Deakin University
- Bachelor of Business (majoring in banking & finance + extend major in funds management) – Qld University of Technology
Relevant memberships of professional bodies or industry associations:
Tony William 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