MARK GERARD O'TOOLE
Financial Adviser · Hawthorn East, VIC
📚 Qualifications & Training
1996 - Certified Financial Planner (CFP) - Professional Designations - Financial Planning Association of Australia (FPA)
1996 - Diploma Financial Planning - Diploma (AQF 5) - Royal Melbourne Institute of Technology (RMIT)
2002 - Master of Commerce (Financial Planning) - Masters Degree (AQF 9) - The University of Western Sydney
2004 - Advanced Strategies for Self Managed Superannuation - Diploma (AQF 5) - MLC
🏢 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.