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- Financial Advisers Australia (FAA)
- Marcus Christopher Gridley
Marcus Christopher Gridley
- Name
- Marcus Christopher Gridley
- ID
- 468818
- ABN
- –
- First Provided Advice
- 2004
Qualifications
Details on the qualifications or training courses the adviser has completed that are relevant to providing financial services
- 1999 - LBL Intro to Commercial Law - Bachelor Degree (AQF 7) - Swinburne University of Technology
- 2002 - Bachelor of Business in Tourism and Enterprise Management - Bachelor Degree (AQF 7) - Swinburne University of Technology
- 2003 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - ThreeSixty
- 2005 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - ThreeSixty
- 2012 - Certified Financial Planner - Professional Designations - Financial Planning Association of Australia Limited
- 2018 - Accredited Aged Care Professional - Other - Aged Care Steps
- 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
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
- Aware Financial Services Australia Limited (#238430)
- Commenced
- Aug. 10, 2020
- Ceased
- Nov. 20, 2022
- Status
- Ceased
- Licence Holder
- Guideway Financial Services Pty Ltd (#420367)
- Commenced
- Oct. 7, 2016
- Ceased
- June 29, 2020
- Status
- Ceased
- Licence Holder
- Vicsuper Pty Ltd (#237333)
- Commenced
- Aug. 11, 2015
- Ceased
- June 30, 2020
- Status
- Current
- Licence Holder
- Aware Financial Services Australia Limited (#238430)
- Commenced
- Nov. 21, 2022
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
- Apt Wealth Partners Pty Ltd (#436121)
- Commenced
- Nov. 17, 2014
- Ceased
- May 6, 2015
- Status
- Ceased
- Licence Holder
- Lgt Wealth Management Limited (#231127)
- Commenced
- June 30, 2010
- Ceased
- May 29, 2011
- Status
- Ceased
- Licence Holder
- Specialised Private Capital Wholesale Pty Ltd (#238244)
- Commenced
- March 1, 2010
- Ceased
- June 29, 2010
- Status
- Ceased
- Licence Holder
- Vicsuper Pty Ltd (#237333)
- Commenced
- May 30, 2011
- Ceased
- Nov. 1, 2014