Financial Adviser
· APPLECROSS, WA
Mark Andrew Vincent
No disciplinary history on record with ASIC
APPLECROSS,
WA
25
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000284397
Mark Andrew Vincent is a financial adviser based in Applecross, Western Australia, with 25 years of experience in the financial services industry since 2001. Mark is currently authorised under Design Advisory Group. 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. Mark is a member of Financial Advice Association of Australia (FAAA) and SMSF Association.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma Financial Advising
Securities Institute
2008
SMSF Specialist Advisor
Self Managed Super Fund Association
2010
Margin Lending & Geared Investments
Kaplan
2014
Advanced Diploma Financial Services (Financial Planning)
Kaplan
2021
Graduate Diploma of Financial Planning
Kaplan