Financial Adviser
· CABOOLTURE, QLD
Mark Lee Agnew
No disciplinary history on record with ASIC
15
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001004162
Mark Lee Agnew is a financial adviser based in Caboolture, Queensland, with 15 years of experience in the financial services industry. Mark is currently authorised under Oreana 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 Engineering (Environmental Engineering) 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
2000
Bachelor of Engineering (Environmental Engineering)
Griffith University
2004
Bachelor of Education
Queensland University of Technology
2010
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2011
Margin Lending & Geared Investments
Kaplan Higher Education Pty Limited
Registration History
Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.
Source: ASIC Financial Advisers Register