Financial Adviser · ASHMORE, QLD

Anna Maria Marczyk

ASHMORE, QLD

10 Years experience

Tax advice
authorised

ASIC Registered · ADV 001244038

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

About Anna Maria Marczyk

Anna Maria Marczyk is a financial adviser based in Ashmore, Queensland, with 10 years of experience in the financial services industry since 2016. Anna is currently authorised under Lifespan Financial Planning. Anna holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Anna's qualifications include a Master of Professional Accounting from Central Queensland University. Anna is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds

Restrictions: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2010

Master of Professional Accounting

Central Queensland University

2014

Diploma of Financial Planning

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2023

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Lifespan Financial Planning Pty Ltd

Sep 2025 - Present Current

The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Interprac Financial Planning Pty Ltd

Nov 2016 - Sep 2025 Ceased

MERITUM FINANCIAL GROUP PTY LTD

Jul 2016 - Nov 2016 Ceased

Source: ASIC Financial Advisers Register