Financial Adviser · JOONDALUP, WA

Mark Graham Washfold

24 Years experience
Tax advice
authorised
ASIC Registered · ADV 000237234

Mark Graham Washfold is a financial adviser based in Joondalup, Western Australia, with 24 years of experience in the financial services industry. Mark is currently authorised under Interprac Financial Planning 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).

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

2000
Diploma of Financial Planning
Financial Planning Association of Australia
2002
Certified Financial Planner
Financial Planning Association of Australia
2005
Applied Self-Managed Super Fund Advice
Australian Executor Trustees
2011
Provide Advice in Margin Lending
MLC

Registration History

Apr 2022 - Present Current
Apr 2017 - Apr 2022 Ceased
MERITUM FINANCIAL GROUP PTY LTD
Mar 2005 - Apr 2017 Ceased

Source: ASIC Financial Advisers Register