Financial Adviser · SHEPPARTON, VIC

Mark Justin Stratton

8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001268705

Mark Justin Stratton is a financial adviser based in Shepparton, Victoria, with 8 years of experience in the financial services industry. Mark is currently authorised under Asvw Financial Services 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 Graduate Diploma of Financial Planning from Kaplan Professional. 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 Deposit Products Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2020
Graduate Diploma of Financial Planning
Kaplan Professional
2021
Accredited Aged Care Professional
Aged Care Steps
2021
Accredited Listed Product Adviser Program
Kaplan Professional
2021
Self Managed Superannuation Funds
Kaplan Professional

Registration History

Jan 2023 - Present Current
Nov 2022 - Jan 2023 Ceased
Oct 2020 - Nov 2022 Ceased
LONSDALE FINANCIAL GROUP PTY LTD
Oct 2018 - Sep 2020 Ceased
This Authorised Representative is not authorised to provide advice in Self Managed Superannuation Funds.

Source: ASIC Financial Advisers Register