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