Mark Alexander Finlay
Financial Adviser in Glenmore Park, New South Wales, Australia
Review Mark Alexander Finlay
Describe your own experience as a client, patient or family member. Leave out phone numbers, addresses and anything you can't stand behind. Reviews appear straight away after an automatic spam check.
Australian Securities and Investments Commission (ASIC)
Adviser number000286928
- Location
- Glenmore Park NSW 2745
- Licensee
- Shartru Wealth Management Pty Ltd (AFSL 422409)
- Authorised since
- 11 March 2016
- First provided advice
- 1982
- Qualifications
- Diploma of Financial Planning, Financial Planning Association (1998); Self Managed Superannuation Funds, Kaplan Professional (2011); Advanced Diploma of Financial Planning, International Institute of Technology (2016)
- 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, derivatives
- Register status
- Current
About Mark Alexander Finlay
Mark Alexander Finlay is a financial adviser in Glenmore Park, New South Wales, listed on the Financial Advisers Register kept by ASIC under adviser number 000286928.
Advice is given under the Australian financial services licence of Shartru Wealth Management Pty Ltd, licence number 422409. The current authorisation started on 11 March 2016.
The register records 1982 as the year Mark first provided financial advice. The qualifications listed for Mark include Diploma of Financial Planning (Financial Planning Association, 1998), Self Managed Superannuation Funds (Kaplan Professional, 2011) and Advanced Diploma of Financial Planning (International Institute of Technology, 2016). Mark is recorded as a member of Financial Advice Association of Australia (FAAA).
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.
Reviews
Nobody has reviewed Mark Alexander Finlay here yet. If you have used them, tap the stars above and say how it went.
Questions people ask
Is Mark Alexander Finlay a registered financial adviser?
Yes. Mark Alexander Finlay is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000286928.
Which licensee does Mark Alexander Finlay work under?
Shartru Wealth Management Pty Ltd, Australian financial services licence 422409.
What can Mark Alexander Finlay 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; derivatives.