Mark Alan Caldwell
Financial Adviser in Wollongong, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000295171
- Location
- Wollongong NSW 2500
- Licensee
- Black & White Financial Solutions Pty Ltd (AFSL 523441)
- Authorised since
- 20 December 2020
- First provided advice
- 2003
- Qualifications
- Bachelor of Commerce, Wollongong University (2000); Managed Investments, Securities Institute (2004); Generic Financial Planning, CPA (2005); Superannuation and Retirement Planning, CPA (2005); Self Managed Super Fund Course, SPAA (2009); Margin Lending, Pinnacle (2010)
- Memberships
- SMSF Association
- Advice areas
- superannuation, 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 Alan Caldwell
Mark Alan Caldwell is a financial adviser in Wollongong, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000295171.
Mark provides advice as an authorised representative of Black & White Financial Solutions Pty Ltd, which holds Australian financial services licence 523441. That authorisation dates from 20 December 2020.
The register records 2003 as the year Mark first provided financial advice. The qualifications listed for Mark include Bachelor of Commerce (Wollongong University, 2000), Managed Investments (Securities Institute, 2004) and Generic Financial Planning (CPA, 2005). Mark is recorded as a member of SMSF Association.
Mark is authorised to advise on superannuation, managed investment schemes, life risk insurance, life investment products, deposit and payment products and government debentures, stocks and bonds, among 7 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 Alan Caldwell a registered financial adviser?
Yes. Mark Alan Caldwell is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000295171.
Which licensee does Mark Alan Caldwell work under?
Black & White Financial Solutions Pty Ltd, Australian financial services licence 523441.
What can Mark Alan Caldwell give advice on?
The register lists these advice areas: superannuation; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts.