Data sourced from ASIC Financial Advisers Register
Financial Adviser · OSBORNE PARK, WA

Mark Wayne Mcalister

OSBORNE PARK, WA
30 Years experience
Tax advice
authorised
ASIC Registered · ADV 000325052
Licensee
Millennium 3 Financial Services
Sydney, NSW (licence address on ASIC register)
View licensee

About Mark Wayne Mcalister

Mark Wayne Mcalister is a financial adviser based in Osborne Park, Western Australia, with 30 years of experience in the financial services industry since 1996. Mark is currently authorised under Millennium 3 Financial Services. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's 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 Deposit Products Government Bonds

Restrictions: Not authorised to provide SMSF advice.

Authorised to provide tax financial advice services

Qualifications and Training

2003
Diploma of Financial Planning
Financial Planning Association of Australia
2006
Certified Financial Planner
Financial Planning Association of Australia

Registration History

Millennium 3 Financial Services Pty Ltd
Nov 2019 - Present Current
Not authorised to provide SMSF advice.
Commonwealth Financial Planning Limited
May 2008 - Nov 2019 Ceased
Not authorised to provide personal advice on Securities, SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register