Data sourced from ASIC Financial Advisers Register
Financial Adviser · PARKSIDE, SA

Andrew David Marsh

PARKSIDE, SA
12 Years experience
Tax advice
authorised
ASIC Registered · ADV 001001686
Currently at
360private
Parkside, SA (firm address)
View firm profile

About Andrew David Marsh

Andrew David Marsh is a financial adviser based in Parkside, South Australia, with 12 years of experience in the financial services industry since 2014. Andrew is currently authorised under 360private. Andrew holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Andrew's qualifications include a Certified Financial Planner Program from Financial Planning Association of Australia. Andrew is a member of Chartered Accountants Australia and New Zealand (CA ANZ), Financial Advice Association of Australia (FAAA) and Tax Institute of Australia.

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

2009
Bachelor of Commerce
University of South Australia
2010
Graduate Diploma of Chartered Accountancy
Institute of Chartered Accountants
2013
Chartered Tax Advisor
Tax Institute of Australia
2013
Graduate Diploma in Financial Planning
Kaplan Professional
2014
Certificate of Public Practice
Institute of Chartered Accountant (Australia & New Zealand)
2017
Certified Financial Planner Program
Financial Planning Association of Australia

Registration History

360private Pty Limited
Jul 2014 - Present Current
360PRIVATE MANAGEMENT SERVICES PTY LIMITED
Jan 2009 - Jul 2014 Ceased

Source: ASIC Financial Advisers Register