Financial Adviser · RICHMOND, VIC

Mark Simon Crowe

RICHMOND, VIC

18 Years experience

Tax advice
authorised

ASIC Registered · ADV 000342018

Currently at

Sear Financial Services

Sydney, NSW (firm address)

View firm profile

Mark Simon Crowe is a financial adviser based in Richmond, Victoria, with 18 years of experience in the financial services industry since 2008. Mark is currently authorised under Millennium 3 Financial Services, operating through Sear 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 holds a Diploma of Financial Services (Financial Planning) from Kaplan Professional. 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: Excludes Self Managed Superannuation Funds

Authorised to provide tax financial advice services

Qualifications and Training

2008

Diploma of Financial Services (Financial Planning)

Kaplan Professional

Registration History

Millennium 3 Financial Services Pty Ltd

Oct 2024 - Present Current

Excludes Self Managed Superannuation Funds

Sentry Advice Pty Ltd

Apr 2023 - Present Current

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

Sentry Advice Pty Ltd

Oct 2021 - Jun 2023 Ceased

Superannuation Authorisation excludes Self Managed Superannuation Funds advice

AFFINIA FINANCIAL ADVISERS PTY LTD

Nov 2018 - Oct 2021 Ceased

Not authorised in SMSF

Charter Financial Planning Limited

Aug 2012 - Nov 2018 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Millennium 3 Financial Services Pty Ltd

Dec 2009 - Jul 2012 Ceased

Source: ASIC Financial Advisers Register