Financial Adviser
· GREENWICH, NSW
Mark David Causer
No disciplinary history on record with ASIC
17
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000334692
Mark David Causer is a financial adviser based in Greenwich, New South Wales, with 17 years of experience in the financial services industry. Mark is currently authorised under Libertas Wealth Consulting 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 Pinnacle Financial Services Academy Pty Ltd. 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
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Diploma of Financial Services (Financial Planning)
Integratec (Australia) Pty Ltd
2010
Advanced Diploma of Financial Services (Financial Planning)
Pinnacle Financial Services Academy Pty Ltd
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.
GENESYS WEALTH ADVISERS PTY LIMITED
One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.
Source: ASIC Financial Advisers Register