Financial Adviser · BARANGAROO, NSW

Richard Marsh

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004645

Currently at

Bundall, QLD

View firm profile

Richard Marsh is a financial adviser based in Barangaroo, New South Wales, with 19 years of experience in the financial services industry since 2007. Richard is currently authorised under Alliance Wealth, operating through Navigate Private Wealth. Richard holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Richard's qualifications include a Certified Financial Planner (CFP) Certification Program (5 units) from FPA Australia. Richard is a member of Certified Financial Planning (CFP) of FAAA.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2001

Bachelor of Commerce (Management and Marketing)

University of Wollongong

2010

Margin Lending and Geared Investments

Kaplan Professional

2012

Self Managed Superannuation Funds Course

Kaplan Professional

2015

Advanced Diploma of Financial Planning

Kaplan Professional

2022

Certified Financial Planner (CFP) Certification Program (5 units)

FPA Australia

Registration History

Alliance Wealth Pty Ltd

Jul 2019 - Present Current

Westpac Banking Corporation

Apr 2007 - Jun 2019 Ceased

Source: ASIC Financial Advisers Register