MARK DAVID FURLONG

Financial Adviser · Warragul, VIC

Registered

Registration Number

000420243

Registration Status

Registered

Location

Warragul, VIC 3820

Providing Advice Since

2012

Registration Date

01/06/2016

Financial Services Licensee

THE ADVICE EXCHANGE PTY LTD

Licence #000278937

📚 Qualifications & Training

2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Finsia
2015 - Advanced Diploma of Financial Planning - Advanced Diploma (AQF 6) - Kaplan
2016 - Specialist SMSF Course - - International Centre for Financial Services
2019 - Ethics & Professionalism - Bridging Course - Ethics - Kaplan
2020 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan

🏢 Professional Memberships

Financial Advice Association of Australia (FAAA)

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.