MARK CANDY
Financial Adviser · Helensvale, QLD
📚 Qualifications & Training
2000 - Bachelor of Business (Banking & Finance) - Bachelor Degree (AQF 7) - Monash University
2000 - Diploma of Financial Markets - Advanced Diploma (AQF 6) - Securities Institute/Finsia
2006 - Master of Management - - Southern Cross University
2013 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan
2016 - Self Managed Super Funds - - Mentor Education
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
Financial Advice Association of Australia (FAAA)
Financial Services Institute of Australasia (FINSIA)
Financial Services Institute of Australasia (FINSIA)
Institute of Managers and Leaders
Institute of Managers and Leaders
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.