MARK RAYMOND WINNELL
Financial Adviser · Noosa Heads, QLD
📚 Qualifications & Training
2003 - Self Managed Superannuation Funds - - Financial Planning Association of Australia
2004 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional Education
2010 - Accredited Derivatives Adviser Level 2 Exam - - Kaplan Professional Education
2010 - Margin Lending Accreditation Program - - Stockbrokers Association of Australia
🏢 Professional Memberships
Stockbrokers and Investment Advisers Association (SIAA)
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.