MARK RICHARD MALONE

Financial Adviser · Sydney, NSW

Registered

Registration Number

001003368

Registration Status

Registered

Location

Sydney, NSW 2000

Providing Advice Since

2000

Registration Date

10/08/2020

Financial Services Licensee

BIRLING PTY LTD

Licence #000523245

📚 Qualifications & Training

2004 - Financial Advising - Diploma (AQF 5) - Securities Institute
2007 - Self Managed Superannuation Funds - Other - Kaplan
2010 - Margin Lending & Geared Investments - Other - Kaplan
2011 - Applied Finance - Graduate Diploma (AQF 8) - 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.