Financial Adviser
· MELBOURNE, VIC
Mark Campbell Opie
No disciplinary history on record with ASIC
MELBOURNE,
VIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001005602
Practice
Melbourne, VIC (practice address on ASIC register)
Licensed through Platinum Wealth Advisory
About Mark Campbell Opie
Mark Campbell Opie is a financial adviser based in Melbourne, Victoria, with 20 years of experience in the financial services industry since 2006. Mark works at Arrowroad Financial Planning, which is licensed through Platinum Wealth Advisory. 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 Bachelor of Business Banking and Finance 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
2002
Bachelor of Business Banking and Finance
University of South Australia
2007
Graduate Diploma of Financial Planning
FINSIA
2019
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional