MARK JAMES ANDERSON
Financial Adviser · Bathurst, NSW
📚 Qualifications & Training
2006 - Bachelor of Business (Finance/Marketing) - Bachelor Degree (AQF 7) - Charles Sturt University
2007 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Kaplan
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan Professional
2019 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
2020 - SMSF - Other - Kaplan
2025 - Margin Lending Specialist - Other - Kaplan
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.