Data sourced from ASIC Financial Advisers Register
Financial Adviser · EASTWOOD, NSW

Mark Anthony Adlam

EASTWOOD, NSW
26 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235886
Currently at
Mga Financial
Melbourne, VIC (firm address)
View firm profile

About Mark Anthony Adlam

Mark Anthony Adlam is a financial adviser based in Eastwood, New South Wales, with 26 years of experience in the financial services industry since 2000. Mark is currently authorised under Capstone Financial Planning, operating through Mga Financial. 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 Bachelor of Commerce from University of New South Wales. Mark is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

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

Restrictions: This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).

Authorised to provide tax financial advice services

Qualifications and Training

1987
Taxation Law ACCT14873
University of New South Wales
1988
Bachelor of Commerce
University of New South Wales
2002
Diploma Financial Planning
Financial Planning Association of Australia
2012
Chartered Tax Adviser
The Tax Institute
2022
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional
2022
FPC001B Economic and Legal Context for Financial Planning
Regulation & Legal Obligations - Kaplan Professional

Registration History

Capstone Financial Planning Pty Ltd
Dec 2019 - Present Current
This authorised representative is only authorised to give class of product advice in relation to Securities and is not authorised to give advice in Self-Managed Superannuation Funds (SMSFs).
Financial Wisdom Limited
Sep 2003 - Dec 2019 Ceased
Not authorised to provide personal advice on Securities, SMSF

Source: ASIC Financial Advisers Register