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- Financial Advisers Australia (FAA)
- 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
- Accredited Aged Care Professional - Aged Care Steps
- FPC002B Ethics and Professionalism in Financial Advice - Kaplan Professional
- Margin Lending and Geared Investments - Kaplan Professional
- Master of Financial Planning - Kaplan Professional
- Self Managed Superannuation Funds - 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
- 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 Limited (#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