MARK PRESTON LOCKHART
Financial Adviser · Wollongong, NSW
📚 Qualifications & Training
1999 - Advance Diploma of Accounting - Advanced Diploma (AQF 6) - Illawarra Institute of Technology
2006 - Taxation Planning - Certificate (AQF 1-4) - Tribeca
2010 - Margin Lending and Geared Investments - Certificate (AQF 1-4) - Kaplan
2012 - Advanced Diploma of Financial Services (Financial Planning) - Advanced Diploma (AQF 6) - Kaplan
2012 - Diploma of Financial Services (Financial Planning) - Diploma (AQF 5) - 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.