Financial Adviser · GEELONG, VIC

Marcus Larcombe

GEELONG, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001271234
Currently at
Sydney, NSW (firm address)

About Marcus Larcombe

Marcus Larcombe is a financial adviser based in Geelong, Victoria, with 8 years of experience in the financial services industry since 2018. Marcus is currently authorised under Paragem. 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 Bachelor of Commerce (Financial Planning) from Deakin University.

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

2016
Diploma of Financial Planning
Kaplan Professional
2020
Bachelor of Commerce (Financial Planning)
Deakin University
2022
SuperConcepts & ICFS Specialist SMSF Course
University of Adelaide
2024
Accredited Aged Care Professional
Aged Care Steps
2025
Margin Lending Specialist
Kaplan Professional

Registration History

Dec 2024 - Present Current
Feb 2021 - Nov 2024 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GWM ADVISER SERVICES PTY LTD
Dec 2018 - Nov 2019 Ceased

Source: ASIC Financial Advisers Register