Financial Adviser
· MURARRIE, QLD
Elise Marie Marcus
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001269281
Elise Marie Marcus is a financial adviser based in Murarrie, Queensland, with 8 years of experience in the financial services industry since 2018. Elise is currently authorised under Alliance Wealth. Elise holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Elise's qualifications include a Certified Financial Planner (CFP) Education Program from FAAA. Elise is a member of Certified Financial Planner (CFP) of FAAA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2017
Bachelor of Business (Financial Planning)
RMIT University
2020
Ethics and Professionalism in Financial Advice Course (FPC002B)
Ethics - Kaplan Higher Education
2022
Specialist SMSF Course
SuperConcepts & University of Adelaide
2026
Certified Financial Planner (CFP) Education Program
FAAA
Registration History
IFS authorises the Adviser to provide Personal Advice, General Advice and Deal In financial products only in relation to the following advice topics as defined in IFS guidance:(a) Member Investment Choice (b) Contributions into superannuation (c) Insurance within superannuation (d) Planning for retirement (e) Transition to Retirement
Securities: Advice is limited to approved model portfolios only; Superannuation: Not authorised to provide SMSF advice.
Nil Restrictions
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register