Financial Adviser
· MILTON, QLD
Mark Osborne
No disciplinary history on record with ASIC
MILTON,
QLD
18
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001003897
About Mark Osborne
Mark Osborne is a financial adviser based in Milton, Queensland, with 18 years of experience in the financial services industry since 2008. Mark is currently authorised under AIA Financial Services. 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 Master of Financial Planning from Kaplan Professional. Mark is a member of Financial Advice Association of Australia (FAAA) and Tax Practitioners Board (TPB).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Authorised to provide tax financial advice services
Qualifications and Training
2013
Graduate Certificate in Applied Finance
Kaplan Professional
2021
Client Engagement Skills
Behavioural Finance - Kaplan Professional
2021
Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional
2021
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2021
Master of Financial Planning
Kaplan Professional
Registration History
Not authorised to provide personal advice on Standard Margin Lending.
Source: ASIC Financial Advisers Register