Financial Adviser · SUTHERLAND, NSW

Mark Preston Lockhart

33 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000274383

Mark Preston Lockhart is a financial adviser based in Sutherland, New South Wales, with 33 years of experience in the financial services industry. Mark is currently authorised under Lifespan 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan. Mark is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self-Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

1999

Advance Diploma of Accounting

Illawarra Institute of Technology

2006

Taxation Planning

Tribeca

2010

Margin Lending and Geared Investments

Kaplan

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan

2012

Diploma of Financial Services (Financial Planning)

Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Jun 2025 - Present Current

The adviser is restricted from providing personal advice on Self-Managed Superannuation Funds (SMSF)

Capstone Financial Planning Pty Ltd

Sep 2019 - Jun 2025 Ceased

This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

AON HEWITT FINANCIAL ADVICE LIMITED

Jan 2004 - Sep 2019 Ceased

Source: ASIC Financial Advisers Register