MARK BURGESS
Financial Adviser · Newport, NSW
📚 Qualifications & Training
1985 - Bachelor of Arts - Bachelor Degree (AQF 7) - The Australian National University
2004 - Certificate III in Financial Services - - Securities Institute
2004 - PS146 Tier 2 Advisor Accreditation Program - - Securities Institute
2006 - Tier 1 compliance solution in Gen Knowledge, Managed Inv, Derivatives, Securities,Super and Life Ins - - FINSIA
2009 - tier 1 Compliance Solution Financial Planning - - Kaplan
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.