Financial Adviser · GREENWICH, NSW

Mark David Causer

GREENWICH, NSW

17 Years experience

Tax advice
authorised

ASIC Registered · ADV 000334692

Currently at

Libertas Wealth Consulting

Greenwich, NSW (firm address)

View firm profile

Mark David Causer is a financial adviser based in Greenwich, New South Wales, with 17 years of experience in the financial services industry since 2009. Mark is currently authorised under Libertas Wealth Consulting. 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 Advanced Diploma of Financial Services (Financial Planning) from Pinnacle Financial Services Academy Pty Ltd. 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 Margin Lending

Authorised to provide tax financial advice services

Qualifications and Training

2004

Diploma of Financial Services (Financial Planning)

Integratec (Australia) Pty Ltd

2010

Advanced Diploma of Financial Services (Financial Planning)

Pinnacle Financial Services Academy Pty Ltd

Registration History

Libertas Wealth Consulting Pty Ltd

Mar 2022 - Present Current

Financial Keys Advice Pty Ltd

Dec 2018 - Mar 2022 Ceased

Charter Financial Planning Limited

Jul 2015 - Dec 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.

GENESYS WEALTH ADVISERS PTY LIMITED

Sep 2011 - Jul 2015 Ceased

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

Westpac Banking Corporation

Sep 2010 - Sep 2011 Ceased

Madison Financial Group Pty Ltd

Feb 2009 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register