Financial Adviser · PAYNEHAM, SA

Mark Jeremy Baldwin

10 Years experience
Tax advice
authorised
ASIC Registered · ADV 001242066

Mark Jeremy Baldwin is a financial adviser based in Payneham, South Australia, with 10 years of experience in the financial services industry since 2016. Mark is currently authorised under Shartru Wealth Management Pty Ltd, operating through Shartru Wealth Management. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Master of Financial Planning from Kaplan Professional. Mark is a member of Financial Advice Association of Australia (FAAA) and The Chartered Institute of Management Accountants.

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
Master of Financial Planning
Kaplan Professional
2017
Self Managed Superannuation Funds
Kaplan Professional
2017
Tier 1 Margin Lending
- Kaplan Professional
2018
TASACLv2 Commercial Law
Kaplan Professional

Registration History

Oct 2022 - Present Current
May 2021 - Oct 2022 Ceased
Jul 2018 - May 2021 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Jul 2017 - Jul 2018 Ceased
Oct 2016 - Jun 2017 Ceased
Authorised in MDA services, which is restricted to Limited Authority to Operate services.One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
May 2016 - Oct 2016 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register