Financial Adviser
· CHATSWOOD, NSW
Mark Andrew Clayton
No disciplinary history on record with ASIC
11
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329439
Mark Andrew Clayton is a financial adviser based in Chatswood, New South Wales, with 11 years of experience in the financial services industry. Mark is currently authorised under Personal Financial Services 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 Certified Financial Planner from FPA. Mark is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2005
Bachelor of Commerce
University of Sydney
2006
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2008
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional
2015
Certified Financial Planner
FPA
2025
FPC002B
Bridging Course - Ethics - Kaplan Higher Education