Financial Adviser · YARRAWONGA, VIC

Marcus Hargreaves

YARRAWONGA, VIC
2 Years experience
Tax advice
authorised
ASIC Registered · ADV 001310296
Currently at
Yarrawonga, VIC (firm address)

About Marcus Hargreaves

Marcus Hargreaves is a financial adviser based in Yarrawonga, Victoria, with 2 years of experience in the financial services industry since 2024. Marcus is currently authorised under Bwm Licence, operating through Belmores Wealth Management. Marcus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcus holds a Bachelor of Business (Financial Planning) from Royal Melbourne Institute of Technology.

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

2024
Bachelor of Business (Financial Planning)
Royal Melbourne Institute of Technology

Registration History

Nov 2024 - Present Current
Jul 2024 - Nov 2024 Ceased

Source: ASIC Financial Advisers Register