GEOFFREY MARSTON


Licensee: THE ADVICE EXCHANGE PTY LTD

GEOFFREY MARSTON (Adviser# 001001122) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is September 25, 2017.

Adviser Overview

Register Name Financial Advisers
Adviser Name GEOFFREY MARSTON
Adviser Number 001001122
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 1995
Financial Service (AFS) Licence Licence# 000278937
THE ADVICE EXCHANGE PTY LTD
Licence ABN 55107629194
Licence Controlled By ADVICE EXCHANGE SOLUTIONS PTY LTD
Adviser Start Date 2017-09-25
Appointing Representative Name THE ADVICE EXCHANGE PTY LTD
Appointing Representative Number 000278937
Appointing Representative ABN 55107629194
Memberships Financial Planning Association of Australia (FPA)
Further Restrictions Authorisation includes ability to provide advice on SMSF but excludes credit advice

Authorisations to provide financial product advice

  • GEOFFREY MARSTON
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Managed Investment Schemes MDA Service
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation
  • ·
  • Margin Lending Facility Standard

Qualifications and training history

Qualification / Degree Institute / School
CFP Certified Financial Planner FPA
Diploma of Financial Planning Deakin University
Margin Lending and Geared Investments Kaplan Professional Education
Self Managed Superannuation Funds Kaplan Professional Education

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000278937 THE ADVICE EXCHANGE PTY LTD
Licence controlled by: ADVICE EXCHANGE SOLUTIONS PTY LTD
Further restrictions: Authorisation includes ability to provide advice on SMSF but excludes credit advice
2017-09-25 - THE ADVICE EXCHANGE PTY LTD
000482898 WEALTH MARKET PTY LTD
Licence controlled by: LOAN MARKET GROUP PTY LTD
2017-02-23 - 2017-08-21 WEALTH MARKET PTY LTD
000227096 LFG FINANCIAL SERVICES LTD 2012-08-27 - 2016-12-19 LFG FINANCIAL SERVICES LTD
000238317 CREDIT UNION AUSTRALIA LTD 2000-10-01 - 2011-11-01

Licensee Information

Licence Name THE ADVICE EXCHANGE PTY LTD
Licence Number 000278937
Licence ABN 55107629194

Financial advisers with the same licensee

Adviser Name Licensee Status Start Date
ANJANEYA REDDY BASUPALLI The Advice Exchange Pty Ltd Current 2018-08-31
BACH PHAM The Advice Exchange Pty Ltd Current 2018-07-30
LACHLAN JAMES ANDERSON The Advice Exchange Pty Ltd Current 2018-07-23
SUSANNE NICOLE MARRO The Advice Exchange Pty Ltd Current 2018-07-18
BELINDA LEE PAYNE The Advice Exchange Pty Ltd Current 2018-07-09
BENJAMIN JAMES AYRIS The Advice Exchange Pty Ltd Current 2018-06-29
PAUL FRANCIS MCSHANE The Advice Exchange Pty Ltd Current 2018-06-01
SEAN MORDAUNT The Advice Exchange Pty Ltd Current 2018-04-10
ANTHONY GETSON The Advice Exchange Pty Ltd Ceased 2017-12-02
ADRIAN JOHN CASSIDY The Advice Exchange Pty Ltd Ceased 2017-12-02

Competitor

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.