Financial Adviser · MELBOURNE, VIC

Mark Thomas Oliver

25 Years experience
Tax advice
authorised
ASIC Registered · ADV 000284979

Mark Thomas Oliver is a financial adviser based in Melbourne, Victoria, with 25 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 Diploma of Financial Advising from Securities Institute. 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 Derivatives Deposit Products Government Bonds

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

2004
Diploma of Financial Advising
Securities Institute
2005
Diploma of Financial Services (Financial Planning)
Kaplan Higher Education Pty Limited
2014
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2020
MAI769 Ethics for Financial Services
Ethics - Deakin University

Registration History

Nov 2024 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
Oct 2023 - Jul 2024 Ceased
Jan 2023 - Sep 2023 Ceased
Jul 2020 - Jan 2023 Ceased
Jun 2018 - Jul 2020 Ceased
DOVER FINANCIAL ADVISERS PTY LTD
Dec 2016 - Jun 2018 Ceased
AFFINIA FINANCIAL ADVISERS PTY LTD
Jan 2015 - Dec 2016 Ceased
Oct 2010 - Jan 2015 Ceased
Dec 2005 - Oct 2010 Ceased

Source: ASIC Financial Advisers Register