Financial Adviser
· MACKAY, QLD
Mark Patrick Mcconnell
No disciplinary history on record with ASIC
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000249991
Mark Patrick Mcconnell is a financial adviser based in Mackay, Queensland, with 25 years of experience in the financial services industry. Mark is currently authorised under Millennium 3 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 Master of Financial Planning from Kaplan Higher Education Pty Limited. Mark is a member of Australian Financial Complaints Authority Limited (AFCA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
2016
Tier 1 Margin Lending
Other - Kaplan Education Pty Ltd
2017
Master of Financial Planning
Kaplan Higher Education Pty Limited
2017
Self Managed Superannuation Funds
Kaplan Education
2025
FPC002B Ethics and Professionalism in Financial Advice.
Ethics - Kaplan Higher Education Pty Limited
Registration History
ELDERS FINANCIAL PLANNING PTY LTD
Government Debentures, Stocks or Bonds: class of product only. Securities: class of product only
GWM ADVISER SERVICES PTY LTD
GENESYS WEALTH ADVISERS PTY LIMITED
Source: ASIC Financial Advisers Register