Financial Adviser · WARRAGUL, VIC

Mark David Furlong

14 Years experience

Tax advice
authorised

Currently at

South Yarra, VIC

View firm profile

ASIC Registered · ADV 000420243

Mark David Furlong is a financial adviser based in Warragul, Victoria, with 14 years of experience in the financial services industry. Mark is currently authorised under The Advice Exchange 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. 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

Restrictions: Authorisation excludes Margin Lending and Credit (As related to Financial Planning)

Authorised to provide tax financial advice services

Qualifications and Training

2006

Diploma of Financial Services (Financial Planning)

Finsia

2015

Advanced Diploma of Financial Planning

Kaplan

2016

Specialist SMSF Course

International Centre for Financial Services

2019

Ethics & Professionalism

Ethics - Kaplan

2020

Graduate Diploma of Financial Planning

Kaplan

Registration History

The Advice Exchange Pty Ltd

Jun 2016 - Present Current

Authorisation excludes Margin Lending and Credit (As related to Financial Planning)

Bridges Financial Services Pty Limited

Apr 2012 - May 2016 Ceased

Excludes Self Managed Superannuation Funds

Source: ASIC Financial Advisers Register