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  3. Marcus Aaron Netto

Marcus Aaron Netto

Name
Marcus Aaron Netto
ID
1008923
ABN
60290575509
First Provided Advice
2015
Restrictions
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Qualifications

Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services

  • 2014 - Advanced Diploma of Financial Planning (Qualification) - - Northern Sydney Institute - TAFE NSW
  • 2014 - Diploma of Financial Planning (Qualification) - - Northern Sydney Institute - TAFE NSW
  • 2022 - Graduate Diploma in Financial Planning - Graduate Diploma (AQF 8) - Western Sydney University

Memberships

Details of memberships of professional bodies or industry associations relevant to providing financial services

  • Financial Advice Association of Australia (FAAA)

Licencee

Status
Ceased
Licence Holder
Advice Today Pty Ltd (#403895)
Commenced
Oct. 7, 2020
Ceased
Sept. 15, 2021
Status
Ceased
Licence Holder
Finchoice Pty Ltd (#422854)
Commenced
June 14, 2018
Ceased
Aug. 21, 2020
Status
Ceased
Licence Holder
Mandalay Wealth Management Pty Ltd (#331535)
Commenced
July 1, 2022
Ceased
May 31, 2023
Status
Current
Licence Holder
Vinarc Pty ltd (#484222)
Commenced
June 1, 2023

Skills

  • Provide Financial Product Advice - Carbon Credits/Carbon Unit
  • Provide Financial Product Advice - Deposit and Payment Products/Non-basic Deposit Products
  • Provide Financial Product Advice - Deposit & Payment Products – Non-Cash Deposit Products
  • Provide Financial Product Advice - Derivatives
  • Provide Financial Product Advice - Derivatives/Derivatives - Wool only
  • Provide Financial Product Advice - Derivatives/Derivatives - Electricity only
  • Provide Financial Product Advice - Derivatives/Derivatives - Grain only
  • Provide Financial Product Advice - Foreign Exchange Contracts
  • Provide Financial Product Advice - Government Debentures, Stocks or Bonds
  • Provide Financial Product Advice - Life Products/Investment Life Insurance Products
  • Provide Financial Product Advice - Life Products/Life Risk Insurance Product
  • Provide Financial Product Advice - Life Products/Life Products - Consumer Credit Insurance Only
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, excluding IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/Managed Investment Schemes, including IDPS
  • Provide Financial Product Advice - Managed Investment Schemes/IDPS Only
  • Provide Financial Product Advice - Managed Investment Schemes/Own Managed Investment Scheme Only
  • Provide Financial Product Advice - Managed Investment Schemes/Horse Racing Syndicate
  • Provide Financial Product Advice - Managed Investment Schemes/Timesharing Scheme
  • Provide Financial Product Advice - Managed Investment Schemes/MDA Services
  • Provide Financial Product Advice - Retirement Savings Account Products
  • Provide Financial Product Advice - Securities
  • Provide Financial Product Advice - Superannuation
  • Provide Financial Product Advice - Superannuation/Self-Managed Superannuation Fund
  • Provide Financial Product Advice - Superannuation/A person's existing holding in a superannuation product
  • Provide Financial Product Advice - Margin Lending Facility/Standard Margin Lending Facility
  • Provide Financial Product Advice - Margin Lending Facility/Non-Standard Margin Lending Facility
  • Provide Financial Product Advice - Carbon Credits/Australian Carbon Credit Unit
  • Provide financial product advice/Carbon Credits/Eligible International Emissions Unit
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products - MDA Services
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Risk Products
  • Provide Financial Product Advice - Miscellaneous Financial Facility/Miscellaneous Financial Investment Products
  • Provide Financial Product Advice - FHSA Issued non ADI
  • Old Law Securities Options Contracts and Warrants Securities
  • Old Law Futures Contracts and Warrants
  • Managed Investment Schemes (Registered or Unregistered)
  • Securities – Debentures Managed Investment Schemes
  • All Securities
Status
Ceased
Licence Holder
Charter Financial Planning Limited (#234665)
Commenced
June 2, 2015
Ceased
Nov. 4, 2017