Financial Adviser
· ABBOTSFORD, NSW
Alan Geoffrey Marsh
No disciplinary history on record with ASIC
ABBOTSFORD,
NSW
42
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000444137
Alan Geoffrey Marsh is a financial adviser based in Abbotsford, New South Wales, with 42 years of experience in the financial services industry since 1984. Alan is currently authorised under Avalonfs. Alan holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Alan's qualifications include a Advanced Diploma of Financial Planning from International Institute of Technology. Alan is a member of Financial Advice Association of Australia (FAAA) and Institute of Managers and Leaders.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1986
Australian Certified Investment Planner (with distinction)
Australian Investment Planners' Association
2014
Principles in Self Managed Superannuation Funds
International Institute of Technology
2014
Principles of Advanced Taxation Planning
International Institute of Technology
2015
Advanced Diploma of Financial Planning
International Institute of Technology
2021
Financial Planning
SGSM (WSU)