Financial Adviser
· NOOSA HEADS, QLD
Mark Raymond Winnell
No disciplinary history on record with ASIC
20
Years experience
ASIC Registered · ADV 001005788
Mark Raymond Winnell is a financial adviser based in Noosa Heads, Queensland, with 20 years of experience in the financial services industry. Mark is currently authorised under Bell Potter Securities Limited. Mark holds authorisations to advise on managed investments, securities, derivatives and deposit products. Their qualifications include a Diploma of Financial Services (Financial Planning) from Kaplan Professional Education. Mark is a member of Stockbrokers and Investment Advisers Association (SIAA).
Authorised to Advise On
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Qualifications and Training
2003
Self Managed Superannuation Funds
Financial Planning Association of Australia
2004
Diploma of Financial Services (Financial Planning)
Kaplan Professional Education
2010
Accredited Derivatives Adviser Level 2 Exam
Kaplan Professional Education
2010
Margin Lending Accreditation Program
Stockbrokers Association of Australia
Registration History
Derivatives: Authorised to provide personal financial product advice to retail clients as a Level 2 ASIC Accredited Derivatives Adviser for Exchanged Traded Options.
Source: ASIC Financial Advisers Register