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  3. Marlene Zwarts

Marlene Zwarts

Name
Marlene Zwarts
ID
336272
ABN
–
First Provided Advice
2009
Restrictions
Government Debentures, Stocks or Bonds: class of product only.

Qualifications

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

  • 2010 - Margin Lending and Geared Investments - Diploma (AQF 5) - Kaplan Professional
  • 2017 - Self Managed Superannuation Funds - Diploma (AQF 5) - Kaplan Professional
  • 2019 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
  • 2019 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
  • 2020 - Accredited Aged Care Professional - Other - Aged Care Steps

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
Bridges Financial Services Pty Limited (#240837)
Commenced
Aug. 20, 2019
Ceased
June 7, 2021
Status
Ceased
Licence Holder
Oracle Advisory Group Pty. Ltd. (#540806)
Commenced
March 20, 2023
Ceased
June 9, 2023
Status
Ceased
Licence Holder
Oracle Investment Management Pty Ltd (#430574)
Commenced
Sept. 26, 2022
Ceased
March 20, 2023
Status
Ceased
Licence Holder
Personal Financial Services Ltd (#234459)
Commenced
July 5, 2021
Ceased
Oct. 22, 2021
Status
Ceased
Licence Holder
Primecare Financial Planning Pty. Ltd. (#473141)
Commenced
June 21, 2023
Ceased
Dec. 20, 2023
Status
Ceased
Licence Holder
Sentry Advice Pty Ltd (#227748)
Commenced
Nov. 9, 2021
Ceased
Sept. 23, 2022
Status
Current
Licence Holder
Asvw Financial Services Pty ltd (#446176)
Commenced
Jan. 22, 2024

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
Count Financial Limited (#227232)
Commenced
March 27, 2009
Ceased
Aug. 10, 2016
Status
Ceased
Licence Holder
Elders Financial Planning Pty Ltd (#224645)
Commenced
March 16, 2018
Ceased
Aug. 20, 2019
Status
Ceased
Licence Holder
Gwm Adviser Services Pty Ltd (#230692)
Commenced
June 13, 2017
Ceased
Aug. 18, 2017
Status
Ceased
Licence Holder
Lonsdale Financial Group Limited (#246934)
Commenced
Oct. 7, 2016
Ceased
June 2, 2017
Status
Ceased
Licence Holder
Millennium 3 Financial Services Pty Ltd (#244252)
Commenced
Oct. 9, 2017
Ceased
Feb. 28, 2018