Financial Adviser · ADELAIDE, SA

Mark Jeffery Vincent

20 Years experience

Tax advice
authorised

Currently at

Melbourne, VIC

View firm profile

ASIC Registered · ADV 000302616

Mark Jeffery Vincent is a financial adviser based in Adelaide, South Australia, with 20 years of experience in the financial services industry. Mark is currently authorised under Industry Fund Services Limited. 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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

Restrictions: excluding self-managed super funds

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

FINSIA

2012

Advanced Diploma of Financial Services (Financial Planning)

Kaplan

2014

Self Managed Superannuation Funds

Kaplan

2019

Ethics and Professionalism in Financial Advice

Ethics - Kaplan

2022

Graduate Diploma of Financial Planning

Kaplan Professional

Registration History

Industry Fund Services Limited

Mar 2023 - Present Current

excluding self-managed super funds

Industry Fund Services Limited

Jun 2018 - Feb 2023 Ceased

Heritage And People's Choice Limited

Nov 2011 - May 2018 Ceased

POYNTER HARGRAVES FINANCIAL CONSULTANTS PTY LTD

Jul 2006 - Nov 2011 Ceased

Source: ASIC Financial Advisers Register