Data sourced from ASIC Financial Advisers Register
Financial Adviser · TORRENS PARK, SA

Mark Jonathon Yeomans

TORRENS PARK, SA
36 Years experience
Tax advice
authorised
ASIC Registered · ADV 000250573
Currently at
Charter Financial Planning Limited
Sydney, NSW (firm address)
View firm profile

Mark Jonathon Yeomans is a financial adviser based in Torrens Park, South Australia, with 36 years of experience in the financial services industry since 1990. Mark is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. 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 Kaplan Higher Education Pty Limited.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

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

Authorised to provide tax financial advice services

Qualifications and Training

2002
Diploma of Financial Planning
Financial Planning Association of Australia (FPA)
2014
Self Managed Superannuation Funds
Mentor Education Pty Ltd
2015
Margin Lending
Mentor Education Pty Ltd
2017
Accredited Listed Product Adviser (ASX ALPA) Program
Kaplan Higher Education Pty Limited
2023
Graduate Diploma of Financial Planning
Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited
Jan 2004 - Present Current
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register