MARK PETER WENZEL
Financial Adviser · Melbourne, VIC
📚 Qualifications & Training
1995 - Bachelor of Commerce - Bachelor Degree (AQF 7) - Bond University
2002 - Graduate Diploma in Applied Finance & Investment - Graduate Diploma (AQF 8) - Securities Institute
2003 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Securities Institute
2011 - SMSF Specialist Advisor (SSA) - Other - SMSF Association
2014 - Margin Lending - Other - Pinnacle Financial Services Academy
2021 - Ethics & Professionalism in Financial Advice - Bridging Course - Ethics - 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.