Financial Adviser · MELBOURNE, VIC

Madeleine Joan Marshall

MELBOURNE, VIC
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001270410
Currently at
Melbourne, VIC (firm address)

Madeleine Joan Marshall is a financial adviser based in Melbourne, Victoria, with 8 years of experience in the financial services industry since 2018. Madeleine is currently authorised under William Buck Wealth Advisors (VIC). Madeleine holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Madeleine's qualifications include a Graduate Diploma of Financial Planning from Kaplan Higher Education Pty Limited.

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

2018
Diploma of Financial Planning
Monarch Institute
2019
Provide advice in margin lending
Monarch Institute
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Jan 2025 - Present Current
Oct 2018 - Oct 2024 Ceased

Source: ASIC Financial Advisers Register