Financial Adviser · PACIFIC PINES, QLD

Marc Schneider

PACIFIC PINES, QLD
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 001003948
Currently at
Melbourne, VIC (firm address)

About Marc Schneider

Marc Schneider is a financial adviser based in Pacific Pines, Queensland, with 16 years of experience in the financial services industry since 2010. Marc is currently authorised under Avana Financial Solutions. Marc holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marc's qualifications include a Bachelor of Business from Southern Cross University.

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

2003
Bachelor of Business
Southern Cross University
2006
Graduate Diploma of Financial Planning
Finsia
2007
Self Managed Superannuation Funds
Kaplan

Registration History

Jun 2020 - Present Current
MYPLANNER PROFESSIONAL SERVICES PTY LTD
Aug 2018 - Jun 2020 Ceased
Jul 2010 - Jun 2018 Ceased
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register