Financial Adviser · NARRE WARREN, VIC

Mario Boudewyn

18 Years experience
Tax advice
authorised
ASIC Registered · ADV 001240939

Mario Boudewyn is a financial adviser based in Narre Warren, Victoria, with 18 years of experience in the financial services industry. Mario is currently authorised under The Complete Planner Pty Ltd. Mario 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan. Mario 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

2008
DFS
TAFE
2011
Advanced Diploma of Financial Services (Financial Planning)
Kaplan
2013
SMSF accreditation
Kaplan
2013
Self Managed Superannuation Funds
Kaplan

Registration History

Apr 2024 - Present Current
Jul 2023 - Apr 2024 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Apr 2016 - Jun 2023 Ceased

Source: ASIC Financial Advisers Register