Financial Adviser · ADELAIDE, SA

Mark Shrimplin

24 Years experience

Tax advice
authorised

Currently at

Sydney, NSW

View firm profile

ASIC Registered · ADV 000278685

Mark Shrimplin is a financial adviser based in Adelaide, South Australia, with 24 years of experience in the financial services industry. Mark is currently authorised under Fiducian 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 Graduate Diploma of Financial Planning from Griffith University. 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: This adviser is not authorised to provide advice on self-managed super funds or margin lending.

Authorised to provide tax financial advice services

Qualifications and Training

2005

Advanced Diploma Financial Services (Financial Planning)

Tribeca

2012

Fellow Chartered Financial Practitioner (FChFP)

Association of Financial Advisers (AFA)

2016

Graduate Certificate in Financial Planning

Griffith University

2018

Graduate Diploma of Financial Planning

Griffith University

2019

Ethics and Professionalism in Financial Planning

Ethics - Kaplan

Registration History

Fiducian Financial Services Pty Ltd

Feb 2022 - Present Current

This adviser is not authorised to provide advice on self-managed super funds or margin lending.

Heritage And People's Choice Limited

Sep 2017 - Jan 2022 Ceased

Consultum Financial Advisers Pty Ltd

Sep 2007 - Sep 2017 Ceased

Source: ASIC Financial Advisers Register