Financial Adviser
· MOSMAN, NSW
Mark Rodney Minchin
No disciplinary history on record with ASIC
MOSMAN,
NSW
22
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000365019
Mark Rodney Minchin is a financial adviser based in Mosman, New South Wales, with 22 years of experience in the financial services industry since 2004. Mark is currently authorised under Minchin Moore Private Wealth. 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 Certified Financial Planner from Financial Advice Association of Australia. 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
Authorised to provide tax financial advice services
Qualifications and Training
1996
Bachelor of Commerce
University of Western Sydney
2000
Graduate Diploma of Applied Finance and Investment
Securities Institute Australia
2003
Graduate Diploma in Financial Planning (Historical SIA/FINSIA)
Kaplan Higher Education Pty Limited
2007
Certified Financial Planner
Financial Advice Association of Australia
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
SECURITOR FINANCIAL GROUP PTY LIMITED
This adviser is also authorised to provide personal advice on managed discretionary accounts provided only on a regulated platform
Source: ASIC Financial Advisers Register