Data sourced from ASIC Financial Advisers Register
Financial Adviser · WEST PERTH, WA

Mark Andrew Spagnolo

WEST PERTH, WA
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001267727
Practice
Chesterfields Financial Services
West Perth, WA (practice address on ASIC register)
Licensed through Chesterfields Wealth
View practice

About Mark Andrew Spagnolo

Mark Andrew Spagnolo is a financial adviser based in West Perth, Western Australia, with 8 years of experience in the financial services industry since 2018. Mark works at Chesterfields Financial Services, which is licensed through Chesterfields Wealth. 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 Master of Financial Planning from Deakin University. 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: Advice on Superannuation excludes Self-Managed superannuation funds.

Authorised to provide tax financial advice services

Qualifications and Training

2015
Bachelor of Commerce (Accounting)
Curtin University of Technology
2016
Diploma of Financial Planning
Kaplan Professional
2021
Master of Financial Planning
Deakin University

Registration History

Chesterfields Wealth Pty Ltd
Feb 2023 - Present Current
Advice on Superannuation excludes Self-Managed superannuation funds.
Count Financial Limited
Sep 2018 - Dec 2022 Ceased
Not authorised to provide personal advice on SMSF, Standard Margin Lending

Source: ASIC Financial Advisers Register