MARK PHILIP KALUCY
Financial Adviser · Peachester, QLD
📚 Qualifications & Training
2002 - Diploma of Financial Markets - Other - Securities Institute
2006 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - Tribeca
2008 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Mentor Education
2011 - DPML Margin Lending - Other - Pinnacle Financial Services Academy
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.