Timothy Marshall Financial Planner Report

Name:
Timothy James Marshall

Rep Number:
000238240

Status:
Current

First Advice:
1981

Disciplinary action:
No action

Most Recent Role:
2017-04-18 onwards

Licensee
Name:

Number:
000331367

ABN:
89 133 593 012

Controlled By:

Appointed By
Name:
Clearview Financial Advice Pty Ltd

Licence Number:
000331367

ABN:
89 133 593 012

May advise on following product areas:
Non-basic Deposit Products
Derivatives
Government Debentures, Stocks or Bonds
Investment Life Insurance
Life Risk Insurance Products
Managed Investment Schemes, including IDPS
Retirement Savings Account Products
Securities
Superannuation

Qualifications
Canberra College of Advanced Education
Bachelor of Arts in Accounting
Deakin University/ Financial Planning Association
Diploma of Financial Planning
Kaplan Professional Education
Self Managed Superannuation Funds

Memberships
CPA Australia (CPA)
Financial Planning Association of Australia (FPA)