Mark Abfalter
Financial Adviser in Unley, South Australia, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000333825
- Location
- Unley SA 5061
- Licensee
- Fortnum Private Wealth Ltd (AFSL 357306)
- Authorised since
- 16 February 2012
- First provided advice
- 2001
- Qualifications
- Diploma of Financial Advising, Securities Institute of Australia (2002); Certified Financial Planner (CFP), Deakin University (2004); ALPA, Kaplan (2012); SMSF, Mentor Education (2018)
- 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
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Abfalter
On the Financial Advisers Register kept by ASIC, Mark Abfalter appears as a current financial adviser in Unley, South Australia, adviser number 000333825.
Mark provides advice as an authorised representative of Fortnum Private Wealth Ltd, which holds Australian financial services licence 357306. The current authorisation started on 16 February 2012.
According to the register, Mark first provided financial advice in 2001. The qualifications listed for Mark include Diploma of Financial Advising (Securities Institute of Australia, 2002), Certified Financial Planner (CFP) (Deakin University, 2004) and ALPA (Kaplan, 2012). Professional memberships recorded: 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.
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Questions people ask
Is Mark Abfalter a registered financial adviser?
Yes. Mark Abfalter is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000333825.
Which licensee does Mark Abfalter work under?
Fortnum Private Wealth Ltd, Australian financial services licence 357306.
What can Mark Abfalter 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.