Financial Adviser
· NORWOOD, SA
Mark Daniel Foulis
No disciplinary history on record with ASIC
8
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001270510
Mark Daniel Foulis is a financial adviser based in Norwood, South Australia, with 8 years of experience in the financial services industry. Mark is currently authorised under Oreana 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 Bachelor of Commerce (Accounting) from University of South Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2016
Bachelor of Commerce (Accounting)
University of South Australia
2018
Diploma of Financial Planning
Kaplan
2019
Self Managed Superannuation Funds
Kaplan
2025
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited
Registration History
LONSDALE FINANCIAL GROUP PTY LTD
The Authorised Representative is not authorised to provide advice in Margin Lending.
Source: ASIC Financial Advisers Register