MARK CADOGAN

Financial Adviser ยท Balmain, NSW

Registered

Registration Number

000231835

Registration Status

Registered

Location

Balmain, NSW 2041

Providing Advice Since

1998

Registration Date

02/08/2019

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

ABN (Australian Business Number)

29340989462

๐Ÿ“š Qualifications & Training

1980 - 22160 Commercial Law 1 - Other - University of Technology Sydney
1987 - Bachelor of Business (major Accounting) - - University of Technology Sydney
1989 - Chartered Accountants Program - Professional Designations - Institute of Chartered Accountants
2010 - ASX Listed Products Accreditation Course (LPAC) - - LPAC Online
2010 - Margin Lending and Geared Investments - - Kaplan Professional

๐Ÿข Professional Memberships

Chartered Accountants Australia and New Zealand (CA ANZ)

โ„น๏ธ 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.