Financial Adviser
· NEWPORT, NSW
Mark Burgess
No disciplinary history on record with ASIC
16
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000388336
Mark Burgess is a financial adviser based in Newport, New South Wales, with 16 years of experience in the financial services industry. Mark is currently authorised under Interprac Financial Planning 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 Arts from The Australian National University.
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
1985
Bachelor of Arts
The Australian National University
2004
Certificate III in Financial Services
Securities Institute
2004
PS146 Tier 2 Advisor Accreditation Program
Securities Institute
2006
Tier 1 compliance solution in Gen Knowledge, Managed Inv, Derivatives, Securities,Super and Life Ins
FINSIA
2009
tier 1 Compliance Solution Financial Planning
Kaplan
Registration History
Managed Investments: within Investment Life Insurance Products only - IDPS excluded
FINANCIAL SERVICES PARTNERS PTY LIMITED
FINANCIAL SERVICES PARTNERS PTY LIMITED
Source: ASIC Financial Advisers Register