Financial Adviser
· BALLINA, NSW
George Marshall
No disciplinary history on record with ASIC
BALLINA,
NSW
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001295253
George Marshall is a financial adviser based in Ballina, New South Wales, with 4 years of experience in the financial services industry since 2022. George is currently authorised under Morgans Financial Limited, operating through Morgans Financial. George holds authorisations to advise on superannuation, managed investments, securities and derivatives, as well as tax financial advice services (TFAS). George's qualifications include a Master of Business (Applied Finance) from Queensland University of Technology. George is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Education
Griffith University
2018
Master of Business (Applied Finance)
Queensland University of Technology
2021
Financial Adviser Exam
ASIC
2021
Graduate Diploma of Financial Planning
KAPLAN
2024
Accredited Derivatives Adviser Level 1
Kaplan Professional
Registration History
Source: ASIC Financial Advisers Register