MARK JEREMY BALDWIN
Financial Adviser · Prospect, SA
📚 Qualifications & Training
2016 - Master of Financial Planning - Masters Degree (AQF 9) - Kaplan Professional
2017 - Self Managed Superannuation Funds - - Kaplan Professional
2017 - Tier 1 Margin Lending - Personal Advice - - Kaplan Professional
2018 - TASACLv2 Commercial Law - - Kaplan Professional
🏢 Professional Memberships
Financial Advice Association of Australia (FAAA)
The Chartered Institute of Management Accountants
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.