Financial Adviser · LITHGOW, NSW

Mark A Hoy

22 Years experience

Tax advice
authorised

Currently at

Bella Vista, NSW

View firm profile

ASIC Registered · ADV 000276755

Mark A Hoy is a financial adviser based in Lithgow, New South Wales, with 22 years of experience in the financial services industry. Mark is currently authorised under Templestone Financial Services 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 Master of Financial Planning from Kaplan Professional. 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

Restrictions: Excluding Standard Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2013

Advanced Diploma of Financial Planning FNS60410

Kaplan Professional Education

2018

Accredited Aged Care Professional

Aged Care Steps

2018

Graduate Diploma of Financial Planning

Kaplan Professional

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

2019

Master of Financial Planning

Kaplan Professional

Registration History

Templestone Financial Services Pty Ltd

Oct 2024 - Present Current

Excluding Standard Margin Lending

Fyg Planners Pty Ltd

Aug 2010 - Oct 2024 Ceased

SUPERIOR WEALTH MANAGEMENT SOLUTIONS PTY LTD

Mar 2010 - Aug 2010 Ceased

JIGSAW SUPPORT SERVICES PTY LIMITED

Jun 2004 - Oct 2008 Ceased

Source: ASIC Financial Advisers Register