Mark a Hoy
Financial Adviser in Lithgow, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000276755
- Location
- Lithgow NSW 2790
- Licensee
- Templestone Financial Services Pty Ltd (AFSL 523831)
- Authorised since
- 31 October 2024
- First provided advice
- 2004
- Qualifications
- Advanced Diploma of Financial Planning FNS60410, Kaplan Professional Education (2013); Accredited Aged Care Professional, Aged Care Steps (2018); Graduate Diploma of Financial Planning, Kaplan Professional (2018); Ethics and Professionalism in Financial Advice, Kaplan Professional (2019); Master of Financial Planning, Kaplan Professional (2019)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts
- Restriction
- Excluding Standard Margin Lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark a Hoy
Mark a Hoy is a financial adviser in Lithgow, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000276755.
The licensee Mark advises under is Templestone Financial Services Pty Ltd (AFS licence 523831). The current authorisation started on 31 October 2024.
The register records 2004 as the year Mark first provided financial advice. Qualifications and training on file include Advanced Diploma of Financial Planning FNS60410 (Kaplan Professional Education, 2013), Accredited Aged Care Professional (Aged Care Steps, 2018) and Graduate Diploma of Financial Planning (Kaplan Professional, 2018). Mark is recorded as a member of Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 8 product areas in total. The register also shows that tax (financial) advice services can be provided.
The register adds a condition to this authorisation: “Excluding Standard Margin Lending.”
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Questions people ask
Is Mark a Hoy a registered financial adviser?
Yes. Mark a Hoy is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000276755.
Which licensee does Mark a Hoy work under?
Templestone Financial Services Pty Ltd, Australian financial services licence 523831.
What can Mark a Hoy give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts. It also records this restriction: "Excluding Standard Margin Lending."