Mark Alan Jennings
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001007011
- Location
- Sydney NSW 2000
- Licensee
- Heritage Private Wealth Pty Ltd (AFSL 468749)
- Authorised since
- 18 December 2014
- First provided advice
- 2004
- Qualifications
- Bachelor of Commerce & Bachelor of Laws, Macquarie University (2002); Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia (2004); Graduate Diploma (ICAA), The Institute of Chartered Accountants in Australia (2005); Cavendish & ICFS Specialist SMSF Course, Adelaide University (2014)
- Memberships
- Financial Advice Association of Australia (FAAA); Tax Practitioners Board; The Tax Institute
- 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, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Mark Alan Jennings
Mark Alan Jennings is a financial adviser in Sydney, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 001007011.
Mark provides advice as an authorised representative of Heritage Private Wealth Pty Ltd, which holds Australian financial services licence 468749. That authorisation dates from 18 December 2014.
The register records 2004 as the year Mark first provided financial advice. The qualifications listed for Mark include Bachelor of Commerce & Bachelor of Laws (Macquarie University, 2002), Diploma of Financial Services (Financial Planning) (Financial Planning Association of Australia, 2004) and Graduate Diploma (ICAA) (The Institute of Chartered Accountants in Australia, 2005). Mark is recorded as a member of Financial Advice Association of Australia (FAAA), Tax Practitioners Board and The Tax Institute.
Mark is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 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 Jennings a registered financial adviser?
Yes. Mark Alan Jennings is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001007011.
Which licensee does Mark Alan Jennings work under?
Heritage Private Wealth Pty Ltd, Australian financial services licence 468749.
What can Mark Alan Jennings 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; standard margin lending.