MARK STEVEN BOUNDY

Financial Adviser ยท Indooroopilly, QLD

Registered

Registration Number

000440977

Registration Status

Registered

Location

Indooroopilly, QLD 4068

Providing Advice Since

2008

Registration Date

20/06/2013

Financial Services Licensee

FINANCIAL WISDOM LIMITED

Licence #000231138

๐Ÿ“š Qualifications & Training

1995 - Bachelor of Commerce - - University of Queensland
2005 - Diploma of Financial Services (Financial Planning) - - Kaplan Professional (formerly FINSIA)
2014 - Margin Lending - - Kaplan Professional

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.