Financial Adviser
· BRISBANE CITY, QLD
Mark Malhi
No disciplinary history on record with ASIC
13
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005983
Mark Malhi is a financial adviser based in Brisbane City, Queensland, with 13 years of experience in the financial services industry since 2013. Mark is currently authorised under Tupicoffs. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Bachelor of Business (Marketing) from Griffith University. 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
2012
Bachelor of Business (Marketing)
Griffith University
2012
Bachelor of Commerce (Finance)
Griffith University
2012
Diploma of Financial Planning
Kaplan Professional
2014
Advanced Diploma of Financial Planning
Kaplan Professional
2020
Ethics & Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Not authorised to provide advice in SMSFs.
Not authorised to provide personal advice on SMSF, Standard Margin Lending
Not Authorised to provide advice in Self Managed Superannuation Funds
Source: ASIC Financial Advisers Register