Financial Adviser
· PERTH, WA
Marcus Ramsey Mcguren
No disciplinary history on record with ASIC
29
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000310351
Marcus Ramsey Mcguren is a financial adviser based in Perth, Western Australia, with 29 years of experience in the financial services industry since 1997. Marcus is currently authorised under Lwm Financial Services, operating through Strategy Partners (Wa). Marcus holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Marcus's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association (FPA). Marcus is a member of Financial Advice Association of Australia (FAAA).
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
1995
Bachelor of Business (Finance)
Edith Cowan University
1997
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2000
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional