Financial Adviser
· CHATSWOOD, NSW
Mark Wallis Willock
No disciplinary history on record with ASIC
35
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000235766
Mark Wallis Willock is a financial adviser based in Chatswood, New South Wales, with 35 years of experience in the financial services industry. Mark is currently authorised under Lbw Strategic Pty Ltd. Mark holds authorisations to advise on superannuation, life insurance, managed investments and government bonds, as well as tax financial advice services (TFAS). Their qualifications include a Policy Statement 146 Knowledge Assessment (Unit PS146.120 & PS146.123) from Integratec. Mark is a member of Chartered Accountants Australia and New Zealand (CA ANZ) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Managed Investments
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
2002
Policy Statement 146 Knowledge Assessment (Unit PS146.120 & PS146.123)
Integratec
2002
Risk Management
Integratec
2004
Chartered Accountant
- Institute of Chartered Accountants
2007
Superannuation and Retirement Planning
Integratec
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan
Registration History
ACN 130 288 578 PTY LTD
WEALTHSURE PTY LTD
Source: ASIC Financial Advisers Register