Financial Adviser · BALWYN, VIC

Mark Godfrey

BALWYN, VIC
16 Years experience
Tax advice
authorised
ASIC Registered · ADV 000360517
Currently at
Croydon, VIC (firm address)

About Mark Godfrey

Mark Godfrey is a financial adviser based in Balwyn, Victoria, with 16 years of experience in the financial services industry since 2010. Mark is currently authorised under Integrity Financial Planners. 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 Master of Business Administration from University of Melbourne. 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

Authorised to provide tax financial advice services

Qualifications and Training

1994
Bachelor of Commerce
University of Melbourne
2002
Master of Business Administration
University of Melbourne
2010
Diploma of Financial Planning
Mentor Education Group
2020
Ethics and Professionalism in Financial Advice
Ethics - Kaplan Professional

Registration History

Oct 2015 - Present Current
APS MELB PTY LTD
Apr 2011 - Oct 2015 Ceased
Not authorised to provide advice on SMSFs.
Jun 2010 - Jan 2011 Ceased

Source: ASIC Financial Advisers Register