Financial Adviser
· DUNSBOROUGH, WA
Mark John Lockwood
No disciplinary history on record with ASIC
28
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000245010
Mark John Lockwood is a financial adviser based in Dunsborough, Western Australia, with 28 years of experience in the financial services industry. Mark is currently authorised under Australian Advisor Collective 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 Certified Financial Planner from Financial Planning Association of Australia. Mark is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
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
1998
Bachelor of Business
Edith Cowan University
2001
Diploma of Financial Planning
Financial Planning Association of Australia
2003
Certified Financial Planner
Financial Planning Association of Australia
2005
SMSF Specialist Adviser
SMSF Association
2010
Margin Lending and Geared Investments
Kaplan Higher Education