MARK TEMPLETON
Financial Adviser · Malvern, VIC
📚 Qualifications & Training
1991 - Bachelor of Arts (Social Science) - - Bendigo College of Advanced Education
1991 - Bachelor of Business (Accounting) - Bachelor Degree (AQF 7) - La Trobe University
1994 - Certified Practicing Accountant (CPA) - Professional Designations - CPA Australia
2000 - PFP (Specialist in Financial Planning) - - CPA Australia
2020 - Client Engagement Skills - Bridging Course - Behavioural Finance - Kaplan Professional
2020 - Ethics for Financial Services (Intensive) - Bridging Course - Ethics - Deakin University
🏢 Professional Memberships
CPA Australia (CPA)
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.