Financial Adviser · ASHMORE, QLD

Marcus Warren

ASHMORE, QLD
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001266986
Currently at
Ashmore, QLD (firm address)

About Marcus Warren

Marcus Warren is a financial adviser based in Ashmore, Queensland, with 8 years of experience in the financial services industry since 2018. Marcus is currently authorised under Smartmove Advice. Marcus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcus's qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional.

Authorised to Advise On

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

Authorised to provide tax financial advice services

Qualifications and Training

2018
RG146
Monarch Institute
2025
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Sep 2024 - Present Current
NEXT GENERATION ADVICE PTY LTD
Jan 2023 - Sep 2024 Ceased
AAN WEALTH MANAGEMENT PTY LTD
Oct 2019 - Jan 2023 Ceased
OLIVE FINANCIAL MARKETS PTY LTD
Aug 2018 - Nov 2018 Ceased

Source: ASIC Financial Advisers Register