Financial Adviser
· SYDNEY, NSW
Mark Boyd
No disciplinary history on record with ASIC
9
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001260772
Mark Boyd is a financial adviser based in Sydney, New South Wales, with 9 years of experience in the financial services industry. Mark is currently authorised under Csw Financial Services 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 Commerce from The University of New South Wales. 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
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2004
Bachelor of Commerce
The University of New South Wales
2015
Diploma of Financial Planning
Kaplan Education Pty Ltd
2015
Graduate Diploma of Chartered Accounting
Chartered Accountants Australia & New Zealand
2016
Advanced Diploma of Financial Planning
Kaplan Education Pty Ltd
2017
Self Managed Superannuation Funds
Kaplan Education Pty Ltd
2025
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education Pty Ltd
Registration History
Direct Equities excludes direct equities advice and SMSF excludes advice on Limited Recourse Borrowing Arrangements and advice to setup SMSF
Source: ASIC Financial Advisers Register