Financial Adviser · TOOWONG, QLD

Mark Steven Boundy

18 Years experience

Tax advice
authorised

Currently at

Brisbane Adelaide Street, QLD

View firm profile

ASIC Registered · ADV 000440977

Mark Steven Boundy is a financial adviser based in Toowong, Queensland, with 18 years of experience in the financial services industry. Mark is currently authorised under Hunter Green 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 Commerce from University of Queensland. 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

Restrictions: For Securities, Restricted to providing general advice only and dealing.

Authorised to provide tax financial advice services

Qualifications and Training

1995

Bachelor of Commerce

University of Queensland

2005

Diploma of Financial Services (Financial Planning)

Kaplan Professional (formerly FINSIA)

2014

Margin Lending

Kaplan Professional

Registration History

Hunter Green Pty Ltd

Mar 2020 - Present Current

For Securities, Restricted to providing general advice only and dealing.

Financial Wisdom Limited

Jun 2013 - Mar 2020 Ceased

Not authorised to provide personal advice on Securities.

NUMBER ONE CLIENT PTY. LTD.

Mar 2010 - Jun 2013 Ceased

Source: ASIC Financial Advisers Register