Financial Adviser · TOOWONG, QLD

Mark Allan Spicer

21 Years experience
Tax advice
authorised
ASIC Registered · ADV 000292830
Currently at
Toowong, QLD

Mark Allan Spicer is a financial adviser based in Toowong, Queensland, with 21 years of experience in the financial services industry since 2005. Mark is currently authorised under Kps 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 Graduate Diploma of Financial Planning from Financial Services Institute of Australia (FINSIA).

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

2002
Certified Practising Accountant (CPA)
CPA Australia
2006
Graduate Diploma of Financial Planning
Financial Services Institute of Australia (FINSIA)
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Mar 2021 - Present Current
AXIS INVESTMENT CENTRE PTY LTD
Sep 2005 - Sep 2021 Ceased

Source: ASIC Financial Advisers Register