Financial Adviser
· NEWCASTLE WEST, NSW
Mark William Folpp
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000446183
Mark William Folpp is a financial adviser based in Newcastle West, New South Wales, with 13 years of experience in the financial services industry. Mark is currently authorised under Pkfwafsl 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 Bachelor of Commerce from University of Newcastle.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Authorised to provide tax financial advice services
Qualifications and Training
1991
Bachelor of Commerce
University of Newcastle
2013
Diploma of Financial Planning
Kaplan Professional Education
2013
Self Managed Superannuation Funds
Kaplan Professional Education
2019
FNS60410 Advanced Diploma of Financial Planning
Kaplan Higher Education
2019
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
Authorisation excludes ability to provide advice on MDA, Credit Services (as it relates to Financial Planning) and Margin Lending
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register