MARK EDWARD REIDY

Financial Adviser Β· Traralgon, VIC

Registered

Registration Number

000230468

Registration Status

Registered

Location

Traralgon, VIC 3844

Providing Advice Since

2001

Registration Date

26/06/2003

Financial Services Licensee

RGM FINANCIAL PLANNERS PTY LTD

Licence #000229471

πŸ“š Qualifications & Training

1994 - Bachelor of Business - - Monash University Gippsland
1999 - Certified Practising Accountant - - CPA
2005 - SMSF Specialist Advisor - - SMSF Association
2007 - Certified Financial Planner - - Financial Planning Association of Australia

🏒 Professional Memberships

CPA Australia (CPA)
Financial Advice Association of Australia (FAAA)
SMSF Association

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.