Marcus Reade-Brown

Financial Adviser

ASIC adviser number:
000282224
Qualifications and training:

2001, Bachelor of Economics, Bachelor Degree (AQF 7), University of Adelaide
2005, Advanced Diploma of Financial Services (Financial Planning), Advanced Diploma (AQF 6), Kaplan Professional
2005, Diploma of Financial Services (Financial Planning), Diploma (AQF 5), Kaplan Professional
2010, Margin Lending Accreditation Program, Other, DeakinPrime Corporate Education
2011, 5 Unit CFP Certification Program, Professional Designations, Financial Planning Association of Australia (FPA)
2011, Professional Diploma in Stockbroking, Professional Designations, Stockbrokers Association of Australia
2016, TASA and the TPB Code of Professional Conduct, Other, Kaplan Professional
2017, Accredited Aged Care Professional, Other, Aged Care Steps
2019, FPC002B Ethics and Professionalism in Financial Advice, Bridging Course, Ethics, Kaplan Higher Education
2023, Introduction to SMSFs, Other, Accurium TechHub

When adviser first provided advice:
2004
Membership of professional associations:

Financial Advice Association of Australia (FAAA)
SMSF Association

Disciplinary action by ASIC:
None
Location:
50 Edward St
Norwood  SA  5067
AFS licence holder name:
Morgans Financial Limited
AFS licence number:
000235410
Licence controlled by:
Canaccord Financial Group (Australia) Pty Ltd ~ Canaccord Genuity Financial Limited [Date Ceased: 23/10/2019]
It's prudent to check an adviser's latest status on ASIC's Financial Advisers Register ».