Financial Adviser · NOWRA, NSW

Mark Anthony Pel

30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000245131

Mark Anthony Pel is a financial adviser based in Nowra, New South Wales, with 30 years of experience in the financial services industry. Mark is currently authorised under Capstone 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 Certified Financial Planner from Financial Planning Association of Australia (FPA). Mark is a member of Financial Advice Association of Australia (FAAA), Financial Services Institute of Australasia (FINSIA) and SMSF Association - SMSF Specialist Advisor (SSA).

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
Financial Planning Association of Australia (FPA)
2001
Diploma of Financial Planning (1-8)
Financial Planning Association of Australia (FPA)
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2019
Graduate Diploma of Financial Planning
Kaplan Professional
2019
Masters of Financial Planning
Kaplan Professional

Registration History

Oct 2019 - Present Current
Sep 2012 - Sep 2019 Ceased
Mar 2010 - Aug 2012 Ceased

Source: ASIC Financial Advisers Register