Financial Adviser
· BRIGHTON, VIC
Mark Andrew Joseph George
No disciplinary history on record with ASIC
37
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000233074
Mark Andrew Joseph George is a financial adviser based in Brighton, Victoria, with 37 years of experience in the financial services industry. Mark is currently authorised under Portfolio Planners 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 FPA. Mark is a member of Finance Brokers Association of Australia and Financial Ombudsman Service Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Derivatives
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1987
Bachelor of Education
Deakin University
1994
Diploma of Financial Planning
RMIT
1996
Certified Financial Planner
FPA