Financial Adviser
· SYDNEY, NSW
Mark William Mahony
No disciplinary history on record with ASIC
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000329580
Mark William Mahony is a financial adviser based in Sydney, New South Wales, with 18 years of experience in the financial services industry. Mark is currently authorised under Mufg Retire360 Pty Limited. 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 (FPA). 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
Authorised to provide tax financial advice services
Qualifications and Training
2008
Bachelor of Applied Finance with the degree of Bachelor of Economics
Macquarie University
2013
Master of Applied Finance
Kaplan
2019
Certified Financial Planner
Financial Planning Association (FPA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Authorised to provide advice on securities as an asset class (not individual stocks). One off licensee approval is required for all products which are not listed on the approved product list.
DIXON ADVISORY & SUPERANNUATION SERVICES PTY LIMITED
Source: ASIC Financial Advisers Register