Financial Adviser · NOTTING HILL, VIC

Noel Robert Marshall

NOTTING HILL, VIC

46 Years experience

Tax advice
authorised

ASIC Registered · ADV 000237774

Currently at

Wealth Foundry Private

Melbourne, VIC (firm address)

View firm profile

About Noel Robert Marshall

Noel Robert Marshall is a financial adviser based in Notting Hill, Victoria, with 46 years of experience in the financial services industry since 1980. Noel is currently authorised under Sira Group, operating through Wealth Foundry Private. Noel holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Noel's qualifications include a Diploma of Financial Services (Financial Planning) from Tribeca. Noel is a member of Finance Brokers Association of Australia, Financial Advice Association of Australia (FAAA) and Tax Practitioners Board.

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

2004

Diploma of Financial Services (Financial Planning)

Tribeca

2010

ADFS 1 Taxation Planning

Mentor Education Group

2010

ADFS 3 Advanced Investment Planning

Mentor Education Group

2010

Margin Lending and Geared Investments

Kaplan

2011

ADFS 2 Estate Planning

Kaplan

Registration History

Sira Group Pty Ltd

Oct 2025 - Present Current

Banyan Securities Pty Ltd

Dec 2024 - Nov 2025 Ceased

One off licensee approval is required for all products which are not on the approved product list.

Watershed Dealer Services Pty Ltd

Oct 2018 - Dec 2024 Ceased

Synchron Advice Pty Ltd

Jun 2013 - Oct 2018 Ceased

APS MELB PTY LTD

Aug 2011 - Jun 2013 Ceased

SENTRY FINANCIAL PLANNING PTY LTD

Feb 2004 - Aug 2011 Ceased

Source: ASIC Financial Advisers Register