Financial Adviser · WEST PERTH, WA

Mark Andrew Spagnolo

8 Years experience

Tax advice
authorised

ASIC Registered · ADV 001267727

Currently at

West Perth, WA

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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 is currently authorised under Chesterfields Wealth, operating through Chesterfields 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 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