Financial Adviser
· OSBORNE PARK, WA
Mark Edwards
No disciplinary history on record with ASIC
19
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000311287
Mark Edwards is a financial adviser based in Osborne Park, Western Australia, with 19 years of experience in the financial services industry. Mark is currently authorised under Insight Investment 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 Bachelor of Commerce (Property and Finance) from Curtin University of Technology. 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
1999
Bachelor of Commerce (Property and Finance)
Curtin University of Technology
2004
Diploma of Financial Planning
Financial Planning Association
2011
Margin Lending and Geared Investments
Kaplan Professional Education
2017
Self Managed Superannuation Funds
Kaplan Professional Education
Registration History
AFFINIA FINANCIAL ADVISERS PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Authorised in MDA services, which is restricted to Limited Authority to Operate services. One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
GWM ADVISER SERVICES PTY LTD
Source: ASIC Financial Advisers Register