MARK WYLD

Financial Adviser · Melbourne, VIC

Registered

Registration Number

000385196

Registration Status

Registered

Location

Melbourne, VIC 3000

Providing Advice Since

2011

Registration Date

31/10/2020

Financial Services Licensee

CAPSTONE FINANCIAL PLANNING PTY LTD

Licence #000223135

📚 Qualifications & Training

2009 - Bachelor of Commerce (Majors in Finance & Financial Planning) - Bachelor Degree (AQF 7) - Deakin Uni
2012 - Self-Managed Superannuation Funds - Certificate (AQF 1-4) - Kaplan Professional

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.