Financial Adviser
· SOUTH YARRA, VIC
Marc Rummel
No disciplinary history on record with ASIC
SOUTH YARRA,
VIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000330956
Marc Rummel is a financial adviser based in South Yarra, Victoria, with 18 years of experience in the financial services industry since 2008. Marc is currently authorised under Sentry Advice, operating through Panorama Financial Services (Aus). Marc holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marc's qualifications include a Diploma of Financial Planning from Investment Banking Institute.
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
2016
Diploma of Financial Planning
Investment Banking Institute
2022
SuperConcepts & ICFS Specialist SMSF online course
Super Concepts