Financial Adviser
· ABERFELDIE, VIC
Mark Norman Lowe
No disciplinary history on record with ASIC
42
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000261171
Mark Norman Lowe is a financial adviser based in Aberfeldie, Victoria, with 42 years of experience in the financial services industry. Mark is currently authorised under Capstone Financial Planning 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 Certified Financial Planner from Financial Planning Association of Australia. 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
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2000
Certified Financial Planner
Financial Planning Association of Australia
2006
SMSF Specialist Adviser
SMSFA
2011
Graduate Diploma of Financial Planning
RMIT
2011
Introduction to Aged Care and Intermediate Aged Care Facts and Finance
Aged Care Adviser network
2022
FPC001B Economic and Legal Context for Financial Planning
Kaplan Professional
2024
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2024
Taxation for Financial Planning FPC006
Kaplan Professional
Registration History
FINANCIAL SERVICES PARTNERS PTY LIMITED
Government Debentures, Stocks or Bonds: Class of product only.
Source: ASIC Financial Advisers Register