Financial Adviser
· SUTHERLAND, NSW
Mark Simpson
No disciplinary history on record with ASIC
SUTHERLAND,
NSW
4
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 001293668
Mark Simpson is a financial adviser based in Sutherland, New South Wales, with 4 years of experience in the financial services industry since 2022. Mark is currently authorised under Consultum Financial Advisers. 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 Bachelor of Commerce from University of Wollongong Australia.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Restrictions: Superannuation: Excludes Self-Managed Super Fund advice.
Authorised to provide tax financial advice services
Qualifications and Training
2018
Bachelor of Commerce
University of Wollongong Australia
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
Registration History
Superannuation: Excludes Self-Managed Super Fund advice.
Source: ASIC Financial Advisers Register