Financial Adviser · SYDNEY, NSW

Mark Anthony Connell

26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000463499

Mark Anthony Connell is a financial adviser based in Sydney, New South Wales, with 26 years of experience in the financial services industry. Mark is currently authorised under Consultum Financial Advisers 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 (CFP) from Financial Planning Association (FPA). Mark is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.

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

2002
Diploma of Financial Planning (DFP 1-8)
Financial Planning Association (FPA)
2010
RG146 Margin Lending and Geared Investments
Kaplan Australia
2014
Certified Financial Planner (CFP)
Financial Planning Association (FPA)

Registration History

Jun 2021 - Present Current
GWM ADVISER SERVICES PTY LTD
Aug 2014 - May 2021 Ceased
KING FINANCIAL SERVICES PTY LTD
Jun 2002 - Aug 2014 Ceased

Source: ASIC Financial Advisers Register