Financial Adviser
· BELLA VISTA, NSW
Mark Brogan
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004865
Mark Brogan is a financial adviser based in Bella Vista, New South Wales, with 20 years of experience in the financial services industry. Mark is currently authorised under B. Moses Investment Services Pty Limited. 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 in Financial Planning from Kaplan Professional Education.
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
2002
FPA Foundation DFP
Deakin University
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2016
Advanced Diploma in Financial Planning
Kaplan Professional Education
Registration History
Excluding Self Managed Superannuation Funds
Not authorised for Self Managed Superannuation Funds
Not authorised to provide advice on Self Managed Superannuation Funds
MAGNITUDE GROUP PTY LTD
Excludes Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register