Financial Adviser
· BALDERSLEIGH, NSW
Rodney Wark
No disciplinary history on record with ASIC
BALDERSLEIGH,
NSW
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000947
Rodney Wark is a financial adviser based in Baldersleigh, New South Wales, with 25 years of experience in the financial services industry since 2001. Rodney is currently authorised under Finchley & Kent, operating through Wark2wealth. Rodney holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Rodney's qualifications include a Certified Financial Planner (CFP) from Financial Planning Association of Australia (FPA). Rodney is a member of CPA Australia (CPA) and Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Financial Administration
University of New England
2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2008
Certified Financial Planner (CFP)
Financial Planning Association of Australia (FPA)
2008
Certified Financial Planner (CFP®)
Financial Planning Association of Australia (FPA)
2008
Certified Practising Accountant
CPA Australia