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