Financial Adviser
· BATHURST, NSW
Mark James Anderson
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001002928
Mark James Anderson is a financial adviser based in Bathurst, New South Wales, with 19 years of experience in the financial services industry. Mark is currently authorised under Fortnum Advice 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 Bachelor of Business (Finance/Marketing) from Charles Sturt University.
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
Bachelor of Business (Finance/Marketing)
Charles Sturt University
2007
Diploma of Financial Services (Financial Planning)
Kaplan
2012
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
2020
SMSF
Kaplan
2025
Margin Lending Specialist
Kaplan
Registration History
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives
Not authorised to provide personal advice on Securities; Standard Margin Lending.
Source: ASIC Financial Advisers Register