Financial Adviser · CARINGBAH, NSW

Mark Christopher Barling

CARINGBAH, NSW

43 Years experience

Tax advice
authorised

ASIC Registered · ADV 000250509

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Mark Christopher Barling

Mark Christopher Barling is a financial adviser based in Caringbah, New South Wales, with 43 years of experience in the financial services industry since 1983. Mark is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Mark's qualifications include a Diploma of Life Insurance from Australian Insurance Institute.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds Margin Lending

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

1989

Diploma of Life Insurance

Australian Insurance Institute

2000

Diploma of Financial Planning

Financial Planning Association of Australia (FPA)

2015

Self Managed Superannuation Funds

International Institute of Technology Pty Ltd (IIT)

Registration History

Charter Financial Planning Limited

Sep 2011 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

JIGSAW SUPPORT SERVICES PTY LIMITED

Jan 2004 - Sep 2011 Ceased

Source: ASIC Financial Advisers Register