Financial Adviser
· ESSENDON NORTH, VIC
Benjamin Denis Marshall
No disciplinary history on record with ASIC
ESSENDON NORTH,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000297604
Benjamin Denis Marshall is a financial adviser based in Essendon North, Victoria, with 20 years of experience in the financial services industry since 2006. Benjamin is currently authorised under Benchmark Financial Planning. Benjamin holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Benjamin's qualifications include a Master of Financial Planning from Royal Melbourne Institute of Technology.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2006
Diploma of Financial Services (Financial Planning)
Tribeca Learning
2008
Tier 1 Specialist Knowledge: Securities
Financial Services Institute of Australia (FINSIA)
2009
Master of Financial Planning
Royal Melbourne Institute of Technology
2017
Margin Lending
2021
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education