Financial Adviser
· NORTH SYDNEY, NSW
Mark Mcgree
No disciplinary history on record with ASIC
NORTH SYDNEY,
NSW
21
Years experience
ASIC Registered · ADV 000411768
About Mark Mcgree
Mark Mcgree is a financial adviser based in North Sydney, New South Wales, with 21 years of experience in the financial services industry since 2005. Mark is currently authorised under Bdj Licensee Services, operating through Bdj Financial Services. Mark holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments. Mark's qualifications include a Graduate Diploma Financial Planning from Securities Institute. Mark is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Qualifications and Training
2005
Graduate Diploma Financial Planning
Securities Institute
2010
Margin Lending and Geared Investments
Kaplan Professional Education
2020
FPC002B Ethics and Professionalism in Financial Advice
Ethics - Kaplan Higher Education
Registration History
APOGEE FINANCIAL PLANNING PTY LTD
MAGNITUDE GROUP PTY LTD
Source: ASIC Financial Advisers Register