Financial Adviser
· MOREE, NSW
Mark Carroll
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000242759
Mark Carroll is a financial adviser based in Moree, New South Wales, with 28 years of experience in the financial services industry. Mark is currently authorised under Skybridge Portfolios 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 Certified Financial Planner (CFP) from Financial Planning Association (FPA).
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
2001
Certified Financial Planner (CFP)
Financial Planning Association (FPA)
2002
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2010
RG146 Margin Lending
MLC ThreeSixty