Financial Adviser · CLEVELAND, QLD

Mark Thomas Davidson

CLEVELAND, QLD
8 Years experience
Tax advice
authorised
ASIC Registered · ADV 001271595
Currently at
Cleveland, QLD (firm address)

About Mark Thomas Davidson

Mark Thomas Davidson is a financial adviser based in Cleveland, Queensland, with 8 years of experience in the financial services industry since 2018. Mark is currently authorised under Bayside Licensee, operating through Bayside 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 Bachelor of Education / Bachelor of Commerce from University of Canberra.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Authorised to provide tax financial advice services

Qualifications and Training

2014
Bachelor of Education / Bachelor of Commerce
University of Canberra
2018
Advanced Diploma of Financial Planning
Mentor Education
2018
Diploma of Financial Planning
Kaplan Professional
2020
Graduate Diploma Financial Planning
Kaplan Professional

Registration History

Dec 2024 - Present Current
Jul 2022 - Present Current
Feb 2022 - Jul 2022 Ceased
Not Self Managed Superannuation
Apr 2021 - Feb 2022 Ceased
QINVEST LIMITED
Dec 2018 - May 2020 Ceased

Source: ASIC Financial Advisers Register