MARK WALLIS WILLOCK
Financial Adviser · Chatswood, NSW
📚 Qualifications & Training
2002 - Policy Statement 146 Knowledge Assessment (Unit PS146.120 & PS146.123) - - Integratec
2002 - Risk Management - - Integratec
2004 - Chartered Accountant - Financial Planning Specialist - - Institute of Chartered Accountants
2007 - Superannuation and Retirement Planning - - Integratec
2020 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan
🏢 Professional Memberships
Chartered Accountants Australia and New Zealand (CA ANZ)
SMSF Association
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.