Financial Adviser
· BALLINA, NSW
Mark Macgregor
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001000943
Mark Macgregor is a financial adviser based in Ballina, New South Wales, with 28 years of experience in the financial services industry. Mark is currently authorised under Findex Advice Services Pty Ltd. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional.
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
2006
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2011
Margin Lending and Geared Investments
Kaplan Professional
2014
Self Managed Superannuation Funds
Kaplan Professional