Financial Adviser · BRISBANE CITY, QLD

Mark Albert

BRISBANE CITY, QLD

26 Years experience

Tax advice
authorised

ASIC Registered · ADV 001004163

Currently at

Freedom Finance Australia Qld Wealth

Melbourne, VIC (firm address)

View firm profile

Mark Albert is a financial adviser based in Brisbane City, Queensland, with 26 years of experience in the financial services industry since 2000. Mark is currently authorised under Endeavor Asset Management, operating through Freedom Finance Australia Qld 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 holds a Diploma of Financial Planning from Financial Planning Association.

Authorised to Advise On

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

Restrictions: Government Debentures or Stocks or Bonds: Class of product only. Approved to provide Superannuation advice excluding SMSF

Authorised to provide tax financial advice services

Qualifications and Training

2003

Diploma of Financial Planning

Financial Planning Association

Registration History

Endeavor Asset Management Pty. Ltd.

Jan 2025 - Present Current

Government Debentures or Stocks or Bonds: Class of product only. Approved to provide Superannuation advice excluding SMSF

WEALTH TRAIL PTY LTD

Mar 2021 - Feb 2025 Ceased

FINANCIAL SERVICES PARTNERS PTY LIMITED

Dec 2015 - Feb 2021 Ceased

Government Debentures or Stocks or Bonds: Class of product only. Securities: Class of product only. Not authorised to provide SMSF advice.

Commonwealth Financial Planning Limited

Oct 2003 - Dec 2015 Ceased

Not authorised to provide personal advice on Securities; SMSF; Standard Margin Lending.

Source: ASIC Financial Advisers Register