Financial Adviser · NORTH SYDNEY, NSW

Mark Rapley

NORTH SYDNEY, NSW

24 Years experience

Tax advice
authorised

ASIC Registered · ADV 000248741

Currently at

Infocus Securities Australia

Maroochydore, QLD (firm address)

View firm profile

About Mark Rapley

Mark Rapley is a financial adviser based in North Sydney, New South Wales, with 24 years of experience in the financial services industry since 2002. Mark is currently authorised under Infocus Securities Australia. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Advanced Diploma of Financial Services (Financial Planning) from Kaplan Professional. Mark is a member of Financial Advice Association of Australia (FAAA) and MFAA - Mortgage & Finance Association of Australia.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Deposit Products Government Bonds Margin Lending

Restrictions: Securities excludes direct equities advice

Authorised to provide tax financial advice services

Qualifications and Training

2005

Advanced Diploma of Financial Services (Financial Planning)

Kaplan Professional

2010

Margin Lending & Geared Investments

Kaplan Professional

2012

Diploma of Finance & Mortgage Broking Management

Kaplan Professional

2015

Cavendish & ICFS Specialist SMSF Course

The University of Adelaide

2020

FPC002B Ethics and Professionalism in Financial Advice

Ethics - Kaplan Professional

Registration History

Infocus Securities Australia Pty Ltd

Jul 2022 - Present Current

Securities excludes direct equities advice

Akumin Financial Planning Pty Limited

Jan 2004 - Jul 2022 Ceased

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register