Financial Adviser · BELMONT, NSW

Neil William Marshall

BELMONT, NSW

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001244428

Currently at

Politis Investment Strategies

Wickham, NSW (firm address)

View firm profile

Neil William Marshall is a financial adviser based in Belmont, New South Wales, with 10 years of experience in the financial services industry since 2016. Neil is currently authorised under Politis Investment Strategies. Neil holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Neil's qualifications include a Bachelor of Commerce from University of Newcastle NSW. Neil is a member of CPA Australia (CPA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Deposit Products

Restrictions: Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Authorised to provide tax financial advice services

Qualifications and Training

1992

Bachelor of Commerce

University of Newcastle NSW

2016

Diploma of Financial Planning

International Institute of Technology

2016

Principles in Self Managed Superannuation Funds

International Institute of Technology

2018

Advanced Diploma of Financial Planning

International Institute of Technology

2020

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Politis Investment Strategies Pty Ltd

Jul 2016 - Present Current

Financial product advice restricted as per Notice of Authorisation and Approved Product List issued

Source: ASIC Financial Advisers Register