Financial Adviser · MITCHAM, VIC

Mark Climpson

MITCHAM, VIC

37 Years experience

Tax advice
authorised

ASIC Registered · ADV 000292201

Licensee

Millennium 3 Financial Services

Sydney, NSW (licence address on ASIC register)

View licensee

About Mark Climpson

Mark Climpson is a financial adviser based in Mitcham, Victoria, with 37 years of experience in the financial services industry since 1989. Mark is currently authorised under Millennium 3 Financial Services. 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 Applied Science in Medical Laboratory Sciences from RMIT University. 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 Deposit Products Government Bonds

Restrictions: Superannuation - Not Authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

1985

Bachelor of Applied Science in Medical Laboratory Sciences

RMIT University

2003

Diploma of Financial Planning

Financial Planning Association of Australia Limited

2016

Chartered Life Practitioner

Financial Advice Association of Australia Limited

2022

Graduate Diploma of Financial Planning

Kaplan Higher Education Pty Limited

Registration History

Millennium 3 Financial Services Pty Ltd

Aug 2005 - Present Current

Superannuation - Not Authorised to provide SMSF advice.

Source: ASIC Financial Advisers Register