Financial Adviser
· SUNBURY, VIC
Mark Peter Wenzel
No disciplinary history on record with ASIC
26
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000453697
Mark Peter Wenzel is a financial adviser based in Sunbury, Victoria, with 26 years of experience in the financial services industry. Mark is currently authorised under Suntax Fp Licensing 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 Bachelor of Commerce from Bond 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
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
1995
Bachelor of Commerce
Bond University
2002
Graduate Diploma in Applied Finance & Investment
Securities Institute
2003
Graduate Diploma of Financial Planning
Securities Institute
2011
SMSF Specialist Advisor (SSA)
SMSF Association
2014
Margin Lending
Pinnacle Financial Services Academy
2021
Ethics & Professionalism in Financial Advice
Ethics - Kaplan