MARK ALAN JENNINGS

Financial Adviser · Sydney, NSW

Registered

Registration Number

001007011

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2004

Registration Date

18/12/2014

Financial Services Licensee

HERITAGE PRIVATE WEALTH PTY LTD

Licence #000468749

ABN (Australian Business Number)

78112462265

📚 Qualifications & Training

2002 - Bachelor of Commerce & Bachelor of Laws - - Macquarie University
2004 - Diploma of Financial Services (Financial Planning) - - Financial Planning Association of Australia
2005 - Graduate Diploma (ICAA) - - The Institute of Chartered Accountants in Australia
2014 - Cavendish & ICFS Specialist SMSF Course - - Adelaide University

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)
Tax Practitioners Board
The Tax Institute

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.