Financial Adviser · BRIGHT, VIC

Mark Eugene Trahair

BRIGHT, VIC

19 Years experience

Tax advice
authorised

ASIC Registered · ADV 000319803

Currently at

Lifespan Financial Planning

Sydney, NSW (firm address)

View firm profile

About Mark Eugene Trahair

Mark Eugene Trahair is a financial adviser based in Bright, Victoria, with 19 years of experience in the financial services industry since 2007. Mark is currently authorised under Lifespan 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 Advanced Diploma of Financial Services (Financial Planning) from Kaplan. Mark is a member of Responsible Investment Association Australasia (RIAA).

Authorised to Advise On

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

Restrictions: The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Authorised to provide tax financial advice services

Qualifications and Training

2007

Diploma of Financial Services (Financial Planning)

Mentor Education

2011

Advanced Diploma of Financial Services (Financial Planning)

Kaplan

Registration History

Lifespan Financial Planning Pty Ltd

Feb 2025 - Present Current

The adviser is restricted from providing personal advice on Self Managed Superannuation Funds (SMSF)

Watershed Dealer Services Pty Ltd

Jul 2020 - Feb 2025 Ceased

Superannuation Authorisation excludes Self-Managed Superannuation Fund (SMSF) advice

Charter Financial Planning Limited

Feb 2015 - Jun 2020 Ceased

One off licensee approval is required for all MDA services and products which are either not on the approved product list or Derivatives.

Australia And New Zealand Banking Group Limited

Jul 2010 - Feb 2015 Ceased

Akumin Financial Planning Pty Limited

Nov 2007 - Jul 2010 Ceased

Source: ASIC Financial Advisers Register