Data sourced from ASIC Financial Advisers Register
Financial Adviser · UNLEY, SA

Mark Francis Borg

41 Years experience
Tax advice
authorised
Currently at
Akumin Financial Planning Pty Limited
Sydney, NSW
View firm profile
ASIC Registered · ADV 000247909

Mark Francis Borg is a financial adviser based in Unley, South Australia, with 41 years of experience in the financial services industry. Mark is currently authorised under Akumin Financial Planning Pty 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 Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2001
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2010
Margin Lending and Geared Investments
Kaplan Higher Education Pty Limited
2013
ASX Listed Product Accreditation Course (LPAC)
LPAC Online
2022
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Akumin Financial Planning Pty Limited
Jan 2004 - Present Current
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